Senior Wealth Advisor
Jason is a Senior Wealth Advisor and member of the Investment Committee. He has over 20 years experience advising senior-level executives, previously as a founding partner of an SEC-registered investment firm and at Morgan Stanley. He earned his Bachelor of Science degree from the University of Oregon and resides in Menlo Park with his wife and two children. He served on the Menlo Park Transportation Commission and public policy initiatives driving economic vibrancy in the community.