Jason Kotik, CFA®

Jason Kotik, CFA®, is Managing Director and Portfolio Manager. Mr. Kotik is responsible for the U.S. Small and Smid Cap business for Rockefeller Asset Management. Prior to joining Rockefeller in June 2022, Mr. Kotik served as Lead Portfolio Manager for Aberdeen Standard Investments Small Cap Core strategy. Prior to joining Aberdeen, Mr. Kotik was an Equity Research Analyst at Allied Investment Advisors. Mr. Kotik began his career at T. Rowe Price.

Mr. Kotik received a B.S. in Business from the University of Delaware and a M.A. in Business from John’s Hopkins University and is a Chartered Financial Analyst® charterholder.