Jason Lilly is a portfolio manager responsible for managing client portfolios, performing securities research, and setting investment policy. Prior to joining Rockland Trust, he was a financial planner with the Vanguard Group, where he created and developed comprehensive financial plans for high net worth clients.

Lilly holds a Bachelor of Science degree in Economics from the University of Massachusetts and a Masters of Business Administration degree from Arizona State University. He is a Chartered Financial Analyst charterholder and has also received his designation as a Certified Financial Planner™.

Lilly belongs to the Boston Security Analysts Society, is a board member on the Planned Giving Council of Cape Cod and co-chair of Philanthropy Day on Cape Cod, the largest Philanthropic event on Cape Cod. He is producer and host of Finance Matter$, a local access program about financial topics that impact our daily lives.