Jason received his BA from The College of Saint Rose, Certificate in Investment Strategies from Columbia Business School and Certificate in Global Business from Harvard Business School. Jason is a Certified Plan Fiduciary Advisor™ and a graduate of the College for Financial Planning where he received both his Chartered Mutual Fund Counselor™, and AWMA® designations. Jason works with established professionals and families with an emphasis on retirement and generational wealth planning. He is a member of the National Association of Tax Professionals, and the National Association of Plan Advisors.