Jason is a Vice President at Innovest Portfolio Solutions and responsible for attracting high net worth families, (public and private) foundations and nonprofits. He has more than 25 years of experience in banking and wealth management, including managing customized portfolios, complex wealth relationships, lending, business succession and full balance sheet consultation.

Worked with ultra high net worth families helping them with generational wealth planning and solving complex financial issues. The team based approach had expertise in banking, custom credit, investment management, financial and estate planning.

I work with select high net worth families, business owners, non-profits and foundations to help build, manage, protect and transfer wealth through comprehensive planning. We do this through customized banking, investment strategy, life insurance and trust/estate planning. I lead a team of industry experts who are certified, licensed and committed to helping our clients achieve their financial goals and objectives.

Responsible for managing corporate banking relationships with revenues between $100 million and $2 billion. Consult clients on lending, capital markets, short and long term investments and cash flow management.

Managed a portfolio of small to middle market clients with revenues of $20 million to $100 million.

Served and managed a portfolio of professionals and their closely held businesses. Clients included doctors, architects, real estate investors/developers, professional athletes and corporate executives.