Jason is an Associate Director in Client Advisory in Pathstone’s Philadelphia metro area office. He is responsible for advising clients on investment management, asset allocation and wealth planning.
Before joining Veritable in 2015, Jason was a financial advisor for a large regional bank. He worked with clients providing holistic investment advice, with an emphasis on retirement planning.
Jason grew up in the suburbs of Philadelphia. He earned a Bachelor of Science Degree in German Business and a minor in International Studies from The Pennsylvania State University. He is a Certified Financial Planner®.
Jason currently lives in Doylestown, PA with his wife and two children. In his spare time, he enjoys all aspects of travel whether it’s hiking to volcanos in Iceland or learning foreign languages.
A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
