As a member of the firm’s investment team, Jason works with advisors to support both Private Client and Institutional Consulting Group clients. In this role, he works with the firm’s investment committee and our financial advisors to help manage client accounts in a structured, disciplined manner. Prior to joining Greenspring Advisors, Jason spent 10 years managing the centralized investment team at a local investment advisory firm.
Get Better Acquainted With Jason
Favorite Thing About Working With Clients
“It is incredibly rewarding when you are able to make a positive impact in someone’s life.”
My Philosophy On Client Service
“Great customer service is built on caring for our clients by proactively filling in the gaps so they can focus on what matters most to them.”
BA in Economics and Business Administration
CERTIFIED FINANCIAL PLANNER®*
Qualified 401k Administrator**
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
**Qualified 401(k) Administrator (QKA) designees complete examinations and experience requirements related to 401(k) plan administration and compliance.
Hometown
Erie, PA
Alma Mater
McDaniel College
Favorite Philanthropy
Days End Farm Horse Rescue Baltimore Animal Rescue and Care Shelter St. Vincent's Villa
Interests
Spending time with my family
Traveling
Favorite Greenspring Value
Own Your Stuff
What I Love About Greenspring
“Being part of a team that brings a wealth of experience and expertise to the singular focus of improving the lives of the people they serve."
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