Jason is a third-generation member of the firm, carrying forward a family legacy that began in 1956 when his grandfather, Milt, founded the original practice in New York City. A graduate of Penn State University with a degree in Business Management and Finance, Jason has always felt that joining the family business was “in his DNA.” He enjoys helping clients design their financial futures and values being part of their lives through both difficult seasons and milestone celebrations.
He grew up in Wilton, Connecticut, and still lives there with his wife, Anne — his high school sweetheart — and their four children, who keep them busy on sports fields most weekends. Jason is active in the community, working with local baseball programs, the Leukemia & Lymphoma Society, and Junior Achievement.
The advice that guides his work comes from his grandfather: “Don’t be afraid of making decisions. Try and make the important ones right. But realize that all decisions only lead you to another decision.”