BBA Finance, Investment, and Banking from the University of Wisconsin – Madison
Fitness enthusiast and Wisconsin sports fan
As an Associate Consultant, Jason works with the consultants and directors to provide wholistic personal financial advisory services to wealthy individuals, families, and foundations. Outside of his daily responsibilities, Jason is working towards obtaining the CFP® designation to better serve Altair’s clients.
Jason joined Altair as a Client Service Intern in May of 2019 and became a permanent member of the Client Service Staff in August of 2020. He graduated from the Wisconsin School of Business’ Wealth Management and Financial Planning Program within the Finance, Investment, and Banking major which is accredited with the CFP® Board.
Jason is from Madison, Wisconsin and enjoys outdoor activities such as cycling, running, and snowboarding.