Bio

Jason is a wealth management executive, RIA business builder who is a proven entrepreneur with business strategy, execution and M&A experience. Most recently, Jason was Head of Advisor Growth for Goldman Sachs Personal Financial Management. In addition, Jason is an investor, author, and wealth management industry expert. He joined Goldman Sachs in 2019 when the firm acquired United Capital. Jason was most recently a Managing Director with Goldman Sachs, his roles included Head of Strategic Growth Relationships and Head of Advisor Growth. He was a member of the Goldman Sachs, PFMG Executive Leadership Team. Jason started with United Capital in 2014 after two companies he co-founded were acquired by the firm. He held many roles during his tenure at United Capital including Head of Office, Head of FinLife Partners and was a member of the United Capital Executive Team. Prior to United Capital, Jason was previously a co-founder of Valley Wealth, Inc., a wealth management firm which served the needs of high-net-worth clients, endowments, foundations, and corporate retirement plans. In 2012, Valley Wealth, Inc. was named to Forbes Magazine fastest growing RIA's list. Jason received his undergraduate degree in business management and then earned a master’s degree in Organizational Leadership from Gonzaga University. He also earned his industry credentials from the College for Financial Planning (CRPS®) and the Center for Fiduciary Studies (AIF®). Along with his three daughters—Emily, Lili, and Grace—Jason and his wife, Tracy, reside in Monterey, California.