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About
Jason has more than 25 years of experience serving high-net-worth families and corporate executives. Prior to joining Farther, Jason served as a senior advisor at Merrill Lynch on a Forbes-ranked wealth management team.
Jason is experienced in managing discretionary, multi-asset class portfolios of public and private investments, as well as covered call strategies. His career has focused on multiple facets of the capital markets including short, intermediate, and long-term financial planning and trading strategies.
Educated at the University of Massachusetts at Amherst, Jason is based in the Riverdale section of the Bronx. On weekends, he and his wife, Jennifer, enjoy live music and dining at restaurants. A native New Yorker, Jason remains a long suffering, but nevertheless, devoted Jets and Mets fan.