Jason has over 25 years of wealth management and investment banking experience. During that time, he spent 15 years focused on wealth management, building a team of professionals to manage over 5 billion USD. Additionally, he advised ultra-high net worth clients in equity, fixed income, derivatives, private equity, and other alternative investments. He also developed a highly successful asset management business, giving his clients access to outstanding investment managers globally. Jason has held executive positions with a variety of investment and banking organizations, such as Credit Suisse, Merrill Lynch, JP Morgan, and Goldman Sachs.