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Jason Haviland, Cfa Email & Phone Number
Senior Partner and COO
at
Cottage Street Advisors
1 work email found
@fmr.com
1 phone found area 617
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Partner and COO
Location
Nashua, New Hampshire, United States
Who is Jason Haviland, Cfa? Overview
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Quick answer
Jason Haviland, Cfa is listed as Senior Partner and COO at Cottage Street Advisors, based in Nashua, New Hampshire, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 617, and a matched LinkedIn profile for Jason Haviland, Cfa.
Jason Haviland, Cfa previously worked as President and Wealth Collaborator at J. Bradford Investment Management and Vice President at Fidelity Investments. Jason Haviland, Cfa holds Economics, Finance from University Of Michigan.
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*@fmr.com
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AeroLeads found 1 current-domain work email signal for Jason Haviland, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jason Haviland, Cfa
Principally and fundamentally we manage wealth in a fiduciary capacity, exclusively in the best interests of our clients. That's a fancy way of saying we genuinely care about the goals, passions and business interests of our clients and will do everything we can to help in any way that we can.Everyone's goals are different and clients come to us with vastly different circumstance, which is why we are an independent RIA and we don't sell products for commission. We build strategies. We build wealth. We build long-lasting relationships. And we do these things thoughtfully, carefully and with years of experience dealing with investments and portfolios.It's like working with a big Wall Street firm, but without all the Wall Street nonsense.Jason is one of the most uniquely qualified financial professionals. In his 21 year career at Fidelity Investments he has held positions of increasing responsibility most recently on their flagship customer platform (fidelity.com) and their flagship workplace platform (netbenefits.com). He has participated in and helped oversee Fidelity's digital transformation and many of their innovative products. In addition to his work experience, Jason holds the most respected and recognized designations in the world in two unique domains. In the field of investment management Jason is a Chartered Financial Analyst (CFA) Charterholder and in the field of employee benefits, Jason is a Certified Employee Benefits Specialist (CEBS). Jason has previously held the PMP designation.https://cottagestreetadvisors.com/important-disclosures
Listed skills include Investment Management, Executive Coaching, Coo, Financial Services, and 35 others.
Current workplace
Jason Haviland, Cfa's current company
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11 roles
Jason Haviland, Cfa work experience
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Senior Partner And Coo
CurrentCottage Street Advisors is an SEC registered “fee only” investment advisory firm providing both investment management services and financial advice to our clients. We will continue build legacy of the firs's early partners by designing portfolios aligned to the values of the individuals we work for, protecting their portfolios through customized strategies and helping everyone grow and enjoy the money they have worked so hard to earn.
Jan 2018 - Present
President And Wealth Collaborator
Practice merged into Cottage Street AdvisorsTrusted advisor and independent fiduciary helping entrepreneurs, rising leaders and families be successful financially, professionally and civically.Your investment manager should be about more than just picking good funds and ETFs. From investing in environmentally friendly and socially responsible ways to helping you launch and run your business to providing 2nd opinions on big decisions, we can help.If you've got entrepreneurial spirit in a small company or a big one and you are action oriented with a strong drive to succeed and own the outcome of all your endeavors, we'd love to get to know more about you and your employees.
Jan 2016 - Jan 2018
Vice President
Division Head of Digital Platforms and site leader. Managed a team of 70 direct and indirect associates executing an evolving portfolio of 200+ projects representing $100+ million in discretionary technology spending. Projects spanned Fidelity.com, Fidelity regional call centers and branches, mutual funds, brokerage, financial education, investment research, mobile, social media, 403(b) and employee benefits.
Jul 2003 - Jan 2016
Director
Performed data conversion, systems implementation, resource management and project planning for 34 large‐market Implementations (i.e. Fortune 500 companies) from their in‐house HRMS systems, ERPs or prior administrators onto Fidelity's benefits record‐keeping and inactive employee accounts receivable platform.
Jun 2001 - Jul 2003
Senior Development Manager
Managed supplier and vendor relationships and financial transactions. Negotiated over $400,000 in software maintenance and service contracts with four different software vendors per year.
Jun 1998 - May 2001
Apr 1997 - May 1998
Pension Specialist
Managed pension implementation schedule and reviewed Defined Benefit plan documentation for Fortune 500 companies. Performed gap analysis to Fidelity benefits systems. Developed solutions or alternatives for identified gaps and schedule issues. Analysis included review of plan design, pension calculations and methodology.
Oct 1995 - Apr 1997
Retirement Specialist
Worked with individual clients on choosing investments for their 401(k) and making optimal contribution decisions
Jan 1995 - Oct 1995
Coo / Sportswriter
Scoop Magazine Detroit
Entrepreneurial endeavor to create a Detroit area sports media company. Served as Chief Operating Officer. Involved in all facets of production, promotion and publication for SCOOP magazine, a Detroit area sports magazine (pre‐internet) with a bi‐monthly circulation of 75,000 copies and Sports Drive, Detroit’s fourth largest sports radio talk show. Managed office staff and the company books. Serviced existing sales accounts and prospected for new business. Developed several cross‐company promotions and tie‐ins with local sports franchises. Interviewed dozens of athletes from Michael Jordan to Shaquille O’Neal to Barry Sanders to Evander Holyfield. Wrote articles in every issue and worked as on‐air radio personality, including remote broadcasts across the country.
Sep 1992 - Sep 1994
Nov 1993 - Jun 1994
3 education records
Jason Haviland, Cfa education
Economics, Finance
Education record
Catholic Central
FAQ
Frequently asked questions about Jason Haviland, Cfa
Quick answers generated from the profile data available on this page.
What company does Jason Haviland, Cfa work for?
Jason Haviland, Cfa works for Cottage Street Advisors.
What is Jason Haviland, Cfa's role at Cottage Street Advisors?
Jason Haviland, Cfa is listed as Senior Partner and COO at Cottage Street Advisors.
What is Jason Haviland, Cfa's email address?
AeroLeads has found 1 work email signal at @fmr.com for Jason Haviland, Cfa at Cottage Street Advisors.
What is Jason Haviland, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Jason Haviland, Cfa at Cottage Street Advisors.
Where is Jason Haviland, Cfa based?
Jason Haviland, Cfa is based in Nashua, New Hampshire, United States while working with Cottage Street Advisors.
What companies has Jason Haviland, Cfa worked for?
Jason Haviland, Cfa has worked for Cottage Street Advisors, J. Bradford Investment Management, Fidelity Investments, Scoop Magazine Detroit, and Jackson Hewitt.
How can I contact Jason Haviland, Cfa?
You can use AeroLeads to view verified contact signals for Jason Haviland, Cfa at Cottage Street Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jason Haviland, Cfa attend?
Jason Haviland, Cfa holds Economics, Finance from University Of Michigan.
What skills is Jason Haviland, Cfa known for?
Jason Haviland, Cfa is listed with skills including Investment Management, Executive Coaching, Coo, Financial Services, Series 7, Mutual Funds, Portfolio Management, and Relationship Management.
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