Jason has over 15 years advising clients on various financial transactions.
Prior to joining Bordeaux Wealth Advisors, Jason was a founding partner of a Registered Investment Advisory firm providing discretionary portfolio management services to private clients and institutions. Previously he was an advisor to private clients at Morgan Stanley. Prior to that, Jason served as an advisor to middle market companies in mergers, acquisitions and buyout transactions. Earlier in his career, he worked in the public and analyst relations division for a NASDAQ-listed technology company.
Jason earned a Bachelor of Science degree from the University of Oregon. Jason resides in Menlo Park with his wife and two children. He enjoys skiing, golf, tennis, cooking and is passionate about University of Oregon athletics. He served on the Menlo Park Transportation Commission and volunteers with various organizations dedicated to promoting economic vibrancy.