Jason is a Senior Wealth Advisor, Managing Director at MAI Capital. Jason helped establish Regal Wealth Management in 2019 where he was a Managing Director until MAI acquired the company in 2021.
Jason started his financial career as an Investment Specialist at JPMorgan Private Bank and then as ...
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Jason is a Senior Wealth Advisor, Managing Director at MAI Capital. Jason helped establish Regal Wealth Management in 2019 where he was a Managing Director until MAI acquired the company in 2021.
Jason started his financial career as an Investment Specialist at JPMorgan Private Bank and then as a Financial Advisor at UBS Financial Services. He’s worked extensively with entrepreneurs, closely held business owners, athletes and entertainers, as well as high- and ultra-high-net worth families.
With every client, Jason takes a comprehensive approach to ensure that the entirety of the client’s life and financials is considered. People work hard to accumulate wealth and his goal is to protect it so that they can achieve their goals, whatever they may be. When investing for clients, he ensures that their portfolios are a reflection of what’s important to them now and into the future.
The wealth management industry is changing, and Jason brings both experience and an ability to embrace the evolution – an ideal combination for achieving positive outcomes. At MAI, he brings together financial planning, portfolio management, banking solutions, family office services and business management in order to serve the broad needs of clients.
A graduate of the University of Michigan, Jason holds a BA in sociology. In 2019, he was named among Forbes’ list of Next Generation Best In (NY) State Advisors, and he has been involved in fundraising for the Jaffe Food Allergy Institute of Mt. Sinai Children’s Hospital. Jason lives in Long Island with his wife Lauren and children Kaden & Kensington. In addition to spending time with his family, he loves trying new restaurants, running through new cities, and playing golf.
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