As a Director and Partner at Steward Partners, Jason has over 20 years of holistic wealth and investment planning experience serving business owners and high net worth families.

Prior to joining Steward Partners, Jason was a First Vice President and Financial Advisor at Morgan Stanley.  He started his career at Smith Barney in early 2000 as a Sales Associate to a high net worth group, servicing business owners and top executives.  He rapidly ascended to the position of Financial Advisor and began establishing his own book of business.  In his first year as a Wealth Manager he achieved the Blue-Chip Council award, which is given to top producers who are early in their career.

In July 2007 Jason moved his practice back to Boston where he continued to serve his clients as their personal financial CFO. Jason works to construct plans that are tailor made for each of the families he works with and their unique circumstances.  

Jason lives in Westford, Massachusetts, with his wife, Erin, and their children, Declan and Tyler.  In his free time he enjoys coaching sports, fly fishing, and spending time on Cape Cod with the family.