Jason joined our firm as a Senior Valuation Analyst in our Consulting department. He is certified in FINRA Series 7 and 66. Jason’s time as a brokerage associate and account executive allowed him to gain experience in a wide variety of industries and work with many types of clients. He is passionate about finding and executing the best solutions for his clients’ unique financial challenges.
Jason earned his Bachelor of Science in Finance from The Ohio State University.
When he’s not working with his clients, Jason is spending his time with family and friends outside – hiking, skiing, and going to concerts.
Memberships and Affiliations:
- Treasurer for the Morgan Hoffman Foundation