Rick C. Jaster, CFA
Founder and Chief Investment Officer
Rick Jaster brings more than 30 years of experience across institutional investment management, research, and portfolio governance. He is a Chartered Financial Analyst (CFA) and holds an MBA from the Marriott School of Management at Brigham Young University, where he also earned a Bachelor of Science degree, graduating cum laude.
As Chief Investment Officer, Rick is responsible for the design, governance, and ongoing oversight of Evestia’s systematic investment models. His work focuses on establishing disciplined portfolio frameworks, risk controls, and repeatable processes intended to deliver consistency across market environments. Human involvement is intentionally limited to research, model design, and governance rather than discretionary account-level decision-making.
Career Highlights
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Institutional Foundation: Began his career at Ensign Peak Advisors, supporting the management of endowment and nonprofit assets within a research-driven, institutionally governed investment framework.
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Entrepreneurial Track Record: Co-founded boutique asset manager QBI Financial, which grew to more than $1.7 billion in assets before being acquired by Carson Group as a proprietary investment management capability.
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Evestia Financial: Founded Evestia Financial in 2021 to deliver a standardized, model-based investment platform for advisors and institutions seeking scalable, rules-based portfolio implementation.
Core Competencies
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Firm Building & Investment Platform Leadership
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Institutional Portfolio Framework Design
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Risk-Managed Target Risk Model Oversight
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Systematic Portfolio Construction & Governance
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Rules-Based Equity Model Development