Since 2005, Jason has been specializing in private and institutional discretionary portfolio management. With an emphasis on comprehensive investment planning tailored to each client’s unique financial circumstances and objectives, Jason’s clients enjoy tailored advice and portfolio management in critical areas such as tax sensitive asset allocation and manager selection strategies.

Conscientious, analytical and responsive, Jason advises high net worth private families and tax-exempt organizations including associations, foundations, and endowments in addition to for profit businesses. By developing a comprehensive plan for each client’s specific objectives, Jason seeks to optimize investment results while fostering clear and frequent communication, reporting and analysis for family members, officers, trustees and board members.

Jason has extensive experience in the financial service industry including deep proficiencies gained as a financial advisor at Alex. Brown, A Division of Raymond James, Deutsche Bank, Alliance Bernstein and divisional leadership positions at Fortune 500 publicly traded companies including Danaher and SPX Corporation.

Originally from Tampa, Florida, Jason now has offices in both Atlanta and Washington, D.C. He earned his bachelor’s degree in mechanical engineering from Virginia Polytechnic State University and is active in the Washington, D.C. Estate Planning Council, the Southern Capital Forum, ATDC and the RAISE Forum at Emory University. In his spare time, Jason enjoys exercising, fly fishing, golfing, traveling, and most outdoor activities.