With more than 30 years of experience in wealth management, Jason has guided clients through volatile markets and multiple business cycles. His investment philosophy combines careful analysis, disciplined risk control, and tailored asset allocation based on each client’s unique objectives.
Having worked at several firms during his career, Jason values independent thinking and rigorous research. These perspectives help him build resilient strategies designed with a goal for growing and protecting assets in all market conditions.
He builds custom portfolios that thoughtfully leverage all available resources. Jason also takes a collaborative team based approach, working closely with clients’ CPAs and attorneys to ensure a coordinated financial strategy.
Originally from the Boston area “accent included” Jason has called Santa Barbara home for over 20 years. His wife is a local realtor, and his two children are currently working and attending college. He feels fortunate to be part of the Santa Barbara community and enjoys the exceptional lifestyle it offers.