Jason Ilidio Lima
Portfolio Manager-Equities at Disciplined Growth Investors, Inc.
Profile
Mr. Jason I.
Lima, CFA MBA, is a Portfolio Manager at Disciplined Growth Investors, Inc. He joined the firm in 2011 as an Investment Analyst to support the portfolio managers by tracking existing holdings and researching potential portfolio picks.
Before coming to DGI, Mr. Lima served for five years as an officer in the U.S.
Navy and worked for three years at US Bancorp as a capital strategy and risk manager.
He received his BS in Electrical Engineering and Computer Science from Massachusetts Institute of Technology and an MBA with Honors, concentrations in Finance and Strategy from The University of Chicago.
Jason Ilidio Lima active positions
| Companies | Position | Start |
|---|---|---|
Disciplined Growth Investors, Inc.
 Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Portfolio Manager-Equities | 2019-12-31 |
Former positions of Jason Ilidio Lima
| Companies | Position | End |
|---|---|---|
| United States Navy (District of Columbia) | Corporate Officer/Principal | 2010-12-30 |
| US BANCORP | Corporate Officer/Principal | - |
Training of Jason Ilidio Lima
| Massachusetts Institute of Technology | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| US BANCORP | Finance |
| Private companies | 2 |
|---|---|
Disciplined Growth Investors, Inc.
Disciplined Growth Investors, Inc. Investment ManagersFinance Disciplined Growth Investors, Inc. (DGI) is a SEC-registered, employee-owned investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1997 by Frederick Martin. DGI provides investment management services to pension and profit-sharing plans, corporations and other business and government entities, charitable organizations including foundations and other non-profit entities, and select high net-worth individuals. In addition, the firm provides portfolio management services for wrap fee programs. | Finance |
| United States Navy (District of Columbia) | Government |
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