,CFP®
Jason leads the development of Modera’s Ultra-High-Net-Worth (UHNW) practice, helping deliver comprehensive wealth management and highly personalized service to families with complex financial needs. He is passionate about building thoughtful, integrated solutions that help clients manage, grow, and preserve their wealth across generations.
Prior to joining Modera, Jason was an Associate in Goldman Sachs’ Private Family Office, providing highly tailored support to ultra-high-net-worth clientele, including investment management, tax planning and preparation, estate planning, and risk management. Earlier in his career, Jason served as an Engagement Manager with The Chartis Group, where he advised leading healthcare systems nationwide on strategic and operational initiatives. He then founded and operated his own consulting practice advising healthcare organizations and early-stage companies on growth and operational strategy. Jason began his career through GE’s Financial Management Program (FMP) and later served as a Financial Analyst supporting forecasting, budgeting, and process improvement initiatives.
Jason earned an MBA from the Yale School of Management and a BSBA in Business Management from Bucknell University. He holds the FINRA Series 7 and Series 66 licenses and is a CERTIFIED FINANCIAL PLANNER® professional.
Outside of work, Jason enjoys staying active through golf, cycling, and racquet sports, including tennis, pickleball, and padel. He loves traveling and experiencing new cultures, nature, and local cuisine around the world. In his free time, he can often be found listening to blues music, salsa dancing, or working on his Spanish.
What do you value most in your client relationships?
I love the intimacy of client relationships in which clients share with you both their happiest and most challenging moments with you. I find it incredibly meaningful for a client to open up about their financial situation and trust me to help them put together a plan that helps them achieve their lifelong goals.
What do you feel is a strength that you have?
I am really good at actively listening and making clients feel comfortable, while giving them space to share important life details as we build a collaborative and customized plan together.
When you retire you’re going to…?
I am looking forward to traveling, living abroad, and working on my golf game. I also plan to become actively involved in my community, serving on boards, fundraising, and volunteering at organizations I feel passionate about.
Where did you grow up? Where do you live now?
I grew up in Marietta, Georgia and have lived in seven different locations. I’m currently living in Chicago, IL, where I get to spend time with family and friends.
CERTIFIED FINANCIAL PLANNER®
Bucknell University,
Bachelor of Science and Business Administration
Yale University,
Master of Business Administration
Adoption counselor at PAWS Chicago
