Wealth Planning

What You Need to Know About Social Security

September 24, 2019

Jason Shemtob
Jason Shemtob

Director in Wealth Management, Partner

Jason joined Aspiriant in 2015 as an associate in Wealth Management. He has over six years of experience within the financial services industry, with four of those years dedicated to serving high net worth individuals and families. In addition to his client service responsibilities, Jason is also a member of Aspiriant’s Next Generation Committee and Salesforce Platform Committee.

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, Calif., and then earned a Master’s in Finance from Golden Gate University.

Jason lives in the San Francisco Bay Area and loves to play basketball and music in his free time. He also enjoys whipping up meals in the kitchen, which generally turn out pretty tasty (but not always!).

Additionally, Jason works with multiple non-profit organizations, including serving as a member of the granting committee for the non-profit organization, Jewish Helping Hands, which works with needy and vulnerable populations both in the United States and abroad and serving on the board and investment committee of Menorah Park, which directly provides subsidized housing and support to lower-income seniors in San Francisco and provides grants to Bay Area organizations aiming to the same.

Matthew Sharp
Matthew Sharp

Senior Manager in Wealth Management, Partner

Matt is a Senior Manager in Wealth Management out of the San Francisco office. He joined Aspiriant in 2017 as an associate in Wealth Management and has over seven years of experience serving high net-worth individuals and families within the financial services industry.

Prior to joining the firm, Matt spent a few years working as an associate advisor at a wealth management firm based out of Boston.

Matt earned a B.S. in Business Management from Siena College. He earned his CFP® certification in 2018.

Matt is originally from the Boston area but moved to San Francisco in 2017 when he joined Aspiriant. In his free time, he enjoys anything that keeps him active and outside, particularly running and skiing.

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