Talk to us Meet Jason
What do you enjoy most about wealth management?
Getting to build close relationships with clients and helping to “quarterback” their financial lives so they can achieve their short- and long-term goals.
What's the biggest challenge?
Dealing with all the uncertainty embedded in financial markets and long-range financial plans. It would be great to have a crystal ball!
What do you love most about being part of Aspiriant?
The amazing team of people I work with and Aspiriant’s culture of openness and intellectual honesty.
What professional accomplishments are you most proud of?
Building my financial planning and organization knowledge to a point where I feel comfortable leading client service teams and mentoring the next generation of planners.
What quality of yours makes you best suited to what you do?
I am very task-oriented and put a priority on being responsive to people. This may fuel some of my more neurotic tendencies, but I know clients appreciate knowing that I am on top of things and that “to-dos” won’t fall through the cracks.
How should people think about their wealth?
Money in itself does not do anything — it is simply paper or digits on a screen. The value of money is that it serves as a tool by which people can experience a life of their choosing, with the flexibility to adapt and change their path along the way.
What do you love to do outside of work?
I love hiking in the redwoods with my family and the beautiful chaos that comes with having two young children. On the occasions I do have some alone time, I love to play basketball, play guitar and experiment in the kitchen.
What would you be doing if you weren't working for Aspiriant?
If I was talented enough, professional basketball. But realistically, I would probably be doing non-profit work focused on economic development around the world. This ties together my love of travel with my faith in the power of smart economics to greatly improve the lives of billions of people.
What was the most influential book you've read and why?
“The Giver” by Lois Lowry. I read this many years ago (it’s a young adult’s book), and it was the book that turned reading into a passion for me, rather than an assignment.
What personal accomplishments are you most proud of?
Partnering with my wife in raising our amazing kids.
Bio
Jason is a director in wealth management and partner in our San Francisco office. He is a trusted advisor to private company executives and early employees, helping them navigate the complexities of equity compensation and liquidity planning. Jason joined Aspiriant in 2015 as an associate in Wealth Management. He has over 13 years of experience within the financial services industry, with most of those years dedicated to serving high net worth individuals and families.
Prior to joining the firm, Jason spent two years as a proxy research analyst at Glass Lewis in San Francisco.
Jason earned a B.S. degree in Psychology from Syracuse University and graduated cum laude. Following college, Jason served as an AmeriCorps volunteer in Watsonville, California, and then earned a Master’s in Finance from Golden Gate University.
Jason lives in Santa Cruz County, California. Jason loves to play basketball and music in his free time. He also enjoys whipping up meals in the kitchen, which generally turn out tasty (although his kids don’t always agree!).
