with their three children in the College Park neighborhood in Orlando, FL
Jason serves as Portfolio Manager for Tripletail Wealth Management. He brings over twenty years of experience consisting 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.
Education:
University of Central Florida, B.S., Finance
University of Central Florida, M.B.A.
Yale School of Management, Certified Investment Management Analyst
Designations/Licenses: