Kacie Jason

Regional Director and Vice President at Dimensional Fund Advisors

Speaker

Kacie Jason is a Regional Director and Vice President in Dimensional’s Global Client Group (GCG). Based in the Austin office, Kacie leads client engagement for Dimensional’s separately managed account (SMA) and unified managed account (UMA) offerings. She contributes to product development and distribution needs, using client feedback to inform decision-making. She also works across departments to execute on marketing and sales strategy.

Kacie was previously a Regional Director and Manager in Dimensional’s National Relationship Group (NRG), where she supported financial advisors with information on investments, messaging, and business strategy. Before that, she served on the corporate banking team at JPMorgan Chase & Co., supporting fintech and asset management companies, and worked for five years in GCG at Dimensional.

Kacie holds a degree in accounting from the University of Texas at Austin.