Jason is the Director of Business Development & Client Relations for CORDA Investment Management LLC. With 20 years of experience, Jason coordinates a team of professionals that help meet the financial needs of high net worth families. The CORDA team focuses on providing personalized service, investment management and financial planning solutions to families across the country. If you ask Jason, he feels fortunate to share his passion for investing, personal finance, and helping people.
Jason and his wife Rachel had a mortgage burning party in their early thirties. Together they have a full family life with three children and two dogs. Jason brings an entrepreneurial spirit to investing and the firm. He loves making & eating salsa, mountain biking, riding bikes and swimming with his kiddos, cooking, hopefully watching hockey, and studying the art of investing.
Jason holds the Accredited Investment Fiduciary designation.