Jason has been working with wealthy clients to create tailored investment plans which address their objectives and needs since 1997.

As a Founding Partner of Altair Advisers, Jason’s role includes client service and business development. He is also a member of Altair’s Investment Committee. In addition to his work with wealthy individuals, Jason develops and conducts retirement investment planning seminars for employees of several leading Chicago corporations. He lectures before several professional groups including the World Presidents’ Organization, and is quoted in both the local and national media.

Prior to forming Altair, Jason was a manager in Arthur Andersen’s Private Client Services practice. He oversaw engagements that coordinated investment advisory services with other wealth planning strategies. Prior to joining Andersen, Jason worked at the investment research firm Ibbotson Associates where he worked in the group that developed asset allocation software which Altair Advisers currently utilizes.

Jason is a Chartered Financial Analyst^®, (CFA^®), charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant.

Jason graduated cum laude from the University of Notre Dame, with a degree in finance and concentration in computer applications. He is a member of the CFA Society of Chicago.

Jason resides in Chicago’s Lakeview neighborhood.