Jason has been at NewEdge Wealth since 2021, initiating client relationships by understanding each family’s objectives and presenting solutions across the firm’s full range of capabilities in investment management, estate planning, and family office services.
Jason brings over 20 years of experience in financial services, with a background spanning wealth management, institutional sales and trading, and investment banking. Prior to NewEdge, he was a Financial Advisor at UBS Financial Services, Inc., and previously held Managing Director roles at Bank of America and Capital Nomura Securities PCL, along with senior sales and trading positions at Macro Risk Advisors and UBS Investment Bank.
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 passionate about his role as Greens Chairman at The Stanwich Club in Greenwich, CT.
Registration Info:
Check the background of this investment professional on FINRA’s BrokerCheck.