CFA®
Jason recently joined Journey Strategic Wealth as the Director of Portfolio and Wealth Advisory. With over 16 years of experience, Jason brings a great deal of executive experience to his role.
Previously, Jason was the COO of an Institutional Broker-Dealer and also served as the Director of Investments with a Registered Investment Advisor. In these past roles, he led the Investment Committee, conducted manager research, and managed the portfolios of Ultra High Net worth individuals.
Having earned his BS in Finance from the University of Delaware, he holds the Chartered Financial Analyst® designation and is an active member of the CFA Society of New York. Jason lives in New Jersey with his wife Caroline and his daughter Ava Marie.
Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.
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