Jason Keogh

Jason Keogh joined R.N. Croft Financial Group Inc. (CFG) in November 2019 as Head of Corporate Development and Portfolio Manager.

Jason brings more than 30 years of experience in investment management, business development and financial services. Working closely with CFG’s executive team, he is responsible for identifying and developing strategic opportunities, evaluating potential mergers and acquisitions, and supporting the firm’s continued growth.

As a member of CFG’s Investment Review Committee and a Portfolio Manager, Jason is a lead co-manager of several of the firm’s largest investment portfolios. In this capacity he is actively involved in all Investment selection, asset allocation, and overall portfolio risk management decisions.

Prior to joining CFG, Jason was a registered Portfolio Manager focused on helping individuals and families build and preserve their wealth. Throughout his career, he has held a number of senior positions within the investment industry, including Head of Corporate Development and Head of Business Development with OSC-registered Portfolio Management firms, Regional Vice-President of Institutional Business Development with one of Canada’s largest investment firms, and Assistant Vice-President of a Trading Desk.

Jason holds a degree from McMaster University and is a Chartered Financial Analyst (CFA) charterholder.