Jason is a director in Abbot Downing’s Chicago office. He leads a team of wealth management specialists responsible for providing investment management solutions to families, non-profit organizations, and foundations. Jason manages the overall client relationship including asset management, wealth planning, family dynamics, banking, and fiduciary services.
Jason joined Wells Fargo in 2016 as a trust administrator for the Wells Fargo Wealth Management Group. He later joined Abbot Downing as a trust administrator where he managed client relationships and administered client accounts. Prior to joining Abbot Downing, Jason was a practicing attorney in Detroit, Michigan where his areas of practice included wills, trusts, bankruptcy, and business advisory. Within these practice areas, he focused on restructuring and business advisory services which included entity formation, governance, and dissolution.
Jason is a SAFE-registered mortgage loan originator (NMLSR ID 1862531).
He earned his bachelor’s degree from Concordia University in St. Paul, Minnesota and his law degree from the John Marshall Law School in Chicago, Illinois.
Jason and his wife, Andreia, are raising their daughter at their home in Chicago, Illinois.