What do you enjoy most about wealth management?
Creating crossroads where lifetime goals and wealth intersect.
What’s the biggest challenge?
Remaining patient and calm when the market overreacts.
What do you love most about being part of Aspiriant?
The cohesion and camaraderie between the various departments. Someone is always willing to go above and beyond to assist both internal and external clients, which is a testament to the brand of people that work here.
What quality of yours makes you best suited to what you do?
The ability to multi-task in a fast paced, ever-changing environment.
What do you love to do outside of work?
I love spending time with friends and family and chasing around my two young children. I enjoy playing softball, golf and volleyball. I also like to cheer on the Packers, Brewers and Badgers.
What would you be doing if you weren’t working for Aspiriant?
There were opportunities for advancement available for me at my previous employer, so I’d likely be pursuing those.
Education and accreditations
- B.B.A. in Accounting from the University of Wisconsin – Whitewater
What personal accomplishments are you most proud of?
Becoming a father.
Jason joined Aspiriant in March 2016 as an Associate – Aspiriant Funds. His industry experience dates back to 2008 when he broke into the industry as a Fund Accountant at U.S. Bancorp Fund Services, LLC. Jason served in that role until 2012 when he transitioned to UMB Fund Services, Inc. as a Fund Administrator. As a Fund Administrator, he prepared and reviewed regulatory filings, compiled data for clients’ annual reports, assisted auditors, created materials for and presented at Board of Directors’ meetings, created and maintained expenses budgets. Jason has experience working with registered interval funds, listed private equity, fund of hedge funds, MLPs (both partnership and C-Corp structures) and mutual funds.
Jason earned a bachelor’s degree in accounting from the University of Wisconsin – Whitewater.
Some of his hobbies outside of work include playing golf, softball and volleyball, cheering on the local sport teams, spending time with family and making the most of the short summer months in Wisconsin. Jason lives in Menomonee Falls, Wisconsin, with his wife, Niki, and two sons, Landon and Bryce.