Investment Advisor / Partner
Jason serves as Portfolio Manager for Tripletail Wealth Management. He brings his 20 years of experience that consists of banking, investment management, financial planning and portfolio construction to bear for his clients. Formerly with SunTrust, Wells Fargo and Regions Private Wealth groups, Jason focuses on combining his institutional experience with a client-first, boutique company feel.
Jason and his wife, Sarah, live in the College Park neighborhood in Orlando, FL with their three children Ford, Watts and Lane.
University of Central Florida, B.S., Finance
University of Central Florida, M.B.A.
Yale School of Management, Certified Investment Management Analyst
Investment Advisor / Partner
Erik serves clients with deep experience in estate planning, wealth transfer, and trust construction and administration for Tripletail Wealth Management. Erik has a J.D. and LL.M. in taxation from the University of Florida and practiced at a large Florida based law firm out of law school. From there, Erik transitioned his career into wealth management and trust administration with Regions Private Wealth for over nine years. His unique experience provides clients with a holistic approach to their wealth management.
Erik is originally from Winter Haven, FL and currently lives in the College Park neighborhood of Orlando with his wife, Rachel, and their three children, Graham, Drew, and Brooke.
University of Florida, B.S., Industrial & Systems Engineering
Levin College of Law at the University of Florida, J.D. and LL.M in taxation
FINRA Series 7 & 66 License | State of Florida Life, Health, Variable Annuity License
*Neither Erik Bonnett, offer tax or legal advice.
Isabella serves clients as an investment associate with an expertise in international taxation, estate planning and wealth transfer for Tripletail Wealth Management. Originally from Brazil, she has a law degree and joined the Brazilian Attorney’s Order in 2010, practicing asset tax planning and corporate law for eight years before moving permanently to United States. She was awarded a merit scholarship by The Lemman Foundation and finished her Masters of Laws and Economics in Switzerland. In the United States she has worked in Finance, initially focusing on Private Equity, moving shortly after to Private Wealth Management & Banking. She brings over fifteen years of international law, asset tax planning and finance/banking experience. Isabella has a unique professional background and approaches clients in an intentional personalized manner, bringing care and support to the specific client needs along the way.
Isabella speaks English, Portuguese and Spanish; she and her husband, Kenny, live in the Winter Garden, FL with their little daughter, Florence.
FDSBC, Law Degree. Brazil
Insper, LL.M in Corporate Law, Brazil
University of Saint Gallen, LL.M semester in Law and Economics, Switzerland
OAB, Brazilian Attorney’s License 303.501