Advisors at this firm
Jason B
Series 65, Series 66
Isle Of Palms, SC
Reflection Asset Management
Jason Britton is a financial advisor at Reflection Asset Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Sciens Sustainable/Work Capital for three years. Outside of his advisory role, he is the CEO of Reflection Analytics, a technology-focused software as a service company. Reflection Asset Management provides discretionary portfolio management and consulting primarily to individual investors and serves as investment adviser to two registered investment companies. The firm’s investment approach emphasizes ESG and thematic U.S. equity strategies using a proprietary quantitative framework that analyzes social and environmental data points for portfolio construction.
Betsy M
Series 65
Superior, CO
Reflection Asset Management
Betsy Moszeter is a financial advisor at Reflection Asset Management with two years of industry experience. She holds the Series 65 designation and previously worked at Green Alpha Advisors LLC for ten years, followed by a brief tenure at Newday Funds, Inc. Reflection Asset Management provides discretionary portfolio management and consulting primarily to individual investors and serves as the adviser to two registered investment companies, including the Democratic Large Cap Core ETF and the Sphere 500 Climate Fund. The firm’s investment approach focuses on ESG and thematic U.S. equity strategies using a proprietary quantitative framework that evaluates social and environmental data across multiple pillars to construct optimized portfolios.