ABOUT US
Cartera Investments
We are a financial advisory based in Pennsylvania that focuses on a concierge approach to providing our clients with the highest possible level of service. Our team leverages the latest technology across machine learning and algorithmic risk managed investing strategies to help our clients achieve their financial goals for their specific risk tolerance. We believe in a highly personalized approach to wealth management and work closely with our clients to understand their unique needs and objectives.
Our Team
Jason Zola, Chief Investment Officer
Jason has been in the financial industry for over 10 years, and has a passion for helping clients achieve their financial goals. With experience as both engineer and quantitative risk manager, Jason has the skills needed to help clients achieve their goals while taking a risk balanced approach. He leads our team with a focus on personalized wealth management and a commitment to exceptional customer service.