What do you enjoy most about wealth management?
Helping families and individuals define their goals for their wealth and guiding them through the ever-changing financial environment.
What’s the biggest challenge?
Client families are composed of members with diverse attitudes and ideas. Some are more hardy than others when dealing with the trials of investing.
What quality of yours makes you best suited to what you do?
My communication skills, both as educator and listener.
How should people think about their wealth?
People should think about what their wealth is doing for them and others now and in the future. That’s more important than whether their bottom line is larger this quarter than last.
What do you love to do outside of work?
Much of my life outside of work revolves around my three children – soccer games, swim meets, skiing. When we can, my wife and I love to take advantage of living so close to wine country.
What would you be doing if you weren’t working for Aspiriant?
Teaching – I love seeing people’s faces light up when they understand new ideas.
Education and accreditations:
- B.A. in English and Literature, University of Western Ontario
- MBA, Clemson University
- CFA Charterholder, Member of the CFA Institute
- CAIA Charterholder, Member of the CAIA Association
What was the most influential book you’ve read and why?
I read many classics. I’m constantly struck by how the discussion of what it means to be human recurs in so many different forms and styles.
What personal accomplishments are you most proud of?
I’m most proud of the grown individuals I can see my children maturing into.
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 MBA from Clemson University in South Carolina and a BA 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.