Jason brings 23+ years of experience in the asset management and securities industry. He uses his vast knowledge and expertise to advise business owners, high net worth individuals and financial intermediaries on achieving their comprehensive financial goals.
He spent the previous 18 years as a Managing Director at Neuberger Berman, a $250B asset management firm. A member of the firm’s Operating Committee, he held the position of National Sales Manager and most recently was Head of US Intermediary, leading the firm’s engagement with the industry’s Top Private Bank and Broker Dealer firms. Previously, Jason held Regional Director positions at Van Kampen Funds in Boston and Trevor Stewart Burton & Jacobsen in New York.
Jason earned his Bachelor of Business Administration in finance from Texas A&M University. He has served on the Executive Committee of the Money Management Institute’s Board of Governors since 2011. An avid golfer, he currently serves as Golf Committee Chairman at Bald Head Island Club in NC and Gleneagles Country Club in Plano, TX.
5600 Tennyson Pkwy. Suite 150
Plano, TX 75024
If you’re considering selling your business, want to find the right partner or just have questions concerning the future of your company, please contact us. We’d love to discuss potential opportunities and find the optimal outcome for you.