Focused on executing client M&A strategies and new business development, Jason leverages his experience evaluating the strategic and financial implications of M&A for small- and medium-size privately-held businesses. Prior to Copper Run, Jason worked in wealth management at Graystone Consulting, a business of Morgan Stanley, where his nationally recognized team oversaw $5 billion in AUM and provided investment consulting and discretionary asset management services to his individual and business clients. He has also worked at American Federal Savings Bank and Wells Fargo. In his free time, Jason, along with his wife, enjoys chasing his three-year-old daughter around and falling into bed exhausted each night!
Education and Certifications
Fisher College of Business at The Ohio State University – B.S.B.A. in Finance
Fisher College of Business at The Ohio State University – MBA
FINRA Series 7 and 66 licenses
Professional and Civic Affiliation
The Association for Corporate Growth