Jason is responsible for initiating relationships with clients by understanding their objectives and presenting solutions across the firm’s comprehensive capabilities in investment management, estate planning, and family office services. He has over 20 years of experience in financial services holding prior positions as Managing Director at Nomura Holdings and Bank of America. Most recently, he was a Financial Advisor at UBS Financial Services, Inc.
Jason graduated from the University of Connecticut and lives in Darien, CT with his wife and four children. He loves spending time with his family, fishing and golf and is very passionate about his role as Greens Chairman at The Stanwich Club in Greenwich, CT.
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