Jason is the Director of Business Development & Client Relations for CORDA Investment Management LLC. In that capacity, Jason proactively coordinates a team of professionals to meet the financial needs of high net worth families. The team focuses on providing “personalized” investment management and wealth consulting solutions to successful families. Jason is passionate about the capital markets and being of service.
As an investor and entrepreneur Jason has interests in real estate, public and private companies.
Jason and his wife Rachel had a mortgage burning party in their early thirties. Together they have a full family life with three children.
Jason holds the Accredited Investment Fiduciary designation.