Jason is an Investment Advisor in the Brentwood, Tennessee office where he serves high net worth investors with a customized approach to planning and portfolio management. He assists clients who may be going through a merger or sale of a closely-held business, works with clients who have concentrated stock positions, and builds custom investment portfolios to match a family’s investment and financial planning goals.
Jason began his investment career in 1998 with Goldman Sachs where he worked until 2002 in the Houston office. From 2002 until 2005 Jason was part of the Merrill Lynch Private Banking and Investment Group based in Houston. He relocated to Nashville in 2005 to join Jetstream Capital, a global equity hedge fund, as Director of Client Service.
Jason holds the Chartered Financial Analyst ® designation. He earned a BS degree in Business Information Systems from Brigham Young University in 1994 as well as an MBA in Finance from the Owen Graduate School of Management at Vanderbilt University in 1999.