Jason joined Wingate Wealth Advisors in April of 2020. As an Associate Advisor, Jason is responsible for scheduling and attending client meetings with the partners and processing client service requests such as cash needs and contributions, account maintenance, and general service inquiries. Jason comes from an operations background and was most recently Wingate’s Operations Team Leader. He will continue to leverage his extensive operations experience to help streamline the daily processes of the Client Relationship Teams.
Jason has his MBA in Finance from the Keller Graduate School of Management and an undergraduate degree in Communications with a minor in Economics from UMass Amherst, as well as his Series 66 and Series 7 securities licenses. He was Wingate’s first fully remote hire during the pandemic and quickly became an integral member of the Wingate team. When Jason is not working, he enjoys spending time with his wife Heather and their three children (Aidan, Alexa, and Dean), playing badminton and cornhole, hiking, and playing a plethora of board games collected over the years.