Mr. Stock is a founding partner and managing member of M3 Funds, LLC and M3F Inc. Mr. Stock is responsible for managing the trading and operational functions for the firm while actively participating in the portfolio management process. He has over 15 years of experience in the investment field with specific expertise in the banking sector.
Prior to founding M3, Mr. Stock was the Head Trader at Hovde Capital Advisors, an investment manager for the Financial Institution Partners series of funds. In his role at Hovde, he was responsible for the trading and analysis of investment opportunities with an emphasis on community banks, thrifts, and mutual holding companies. In addition to trading and analysis, he was active in risk management, compliance, and portfolio construction. Previously, Mr. Stock served 6 years in various capacities at Fidelity Investments in both Salt Lake City and San Francisco.
Mr. Stock earned a Bachelor of Science degree in Finance from Westminster College in Salt Lake City, Utah. In his spare time, Jason enjoys traveling, skiing, and spending time in the outdoors.
jstock@m3funds.com
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The information contained on this website is not intended
to be, and should not be, construed as an offer or
a solicitation of an offer of securities of any of
the funds managed by M3F Inc. or M3 Funds, LLC. Any such
offer or solicitation will be made only after a qualified
investor has received the Confidential Private Offering
Memorandum relating to the particular fund. Access
to information about the funds is limited to investors
who are qualified
purchasers within the meaning of the Investment Company Act of 1940, as amended. |
