President
Jason has advised ultra-high-net-worth individuals and managed their family offices for over 25 years. He began in retail banking in high school until he was recruited to Wells Fargo’s Private Bank at graduation from college, where he guided wealthy families on investments and banking. He left the Private Bank to start and head the family office of the retired COO and Vice Chair of Wells Fargo. Jason has served as the Executive Officer for prominent business leaders and philanthropists, structuring their estate and legal governance, developing investment strategies, and managing the growth of their family offices. Jason has served as a Trustee or Director of several national non-profit organizations to support his clients and community. Jason earned a bachelor of arts degree in English with honors from the University of Southern California, magna cum laude, Phi Beta Kappa, with a minor in Business Administration.