Wealth Planning

Avoid Liquidity Event Tax Traps

September 22, 2017


Jason Kiss
Jason Kiss

Director in Wealth Management, Partner

Jason joined Aspiriant in 2014 as a director of Wealth Management. He brings 20 years of experience in the financial services business serving high-net-worth individuals and families.

Before joining Aspiriant, Jason spent almost three years at Menlo Park financial advisory firm Brownson, Rehmus & Foxworth. Previously, he held a variety of investment positions at Bartlett & Co in Cincinnati, and TD Asset Management in Toronto.

Jason has an M.B.A. from Clemson University in South Carolina and a B.A. from the University of Western Ontario. He is a CFA® charterholder and CFP® certificant. He also holds the CAIA® designation.

Jason lives in Orinda with his family, where he and his wife coordinate transportation schedules for their three kids between swim meets, soccer games and winter ski trips. In their rare free time, they enjoy discovering the many pleasures of Northern California.


Get Aspirant Fathom Articles Direct to your Inbox

Want the latest wealth management tips, investment insights and Aspiriant news delivered straight to your inbox. Sign up for regular Fathom updates so we can send you the most relevant content you selected below.


Next up

Blog detail footer callout img

Meet the Team

In the end, a firm boils down to the people.

Learn more
Blog detail footer callout img