Jason began his financial services career with Gitterman Wealth Management in 2014. As part of a team of financial professionals, he progressed from Associate Wealth Manager to his current role as a Wealth Manager.
Jason focuses on providing financial planning and investment solutions for small business owners, executives, college professors, and professionals in the New Jersey Alternate Benefit Program (NJ ABP) and Public Employee Retirement System (PERS). His areas of expertise include: investment analysis, risk management, education funding, retirement, estate, and insurance planning.
Jason frequently lectures at the New Jersey Institute of Technology & Kean University covering topics including:
- The New Jersey Alternate Benefit Program
- Retirement Income Generation
- Diversified Retirement Portfolio Construction
- Tax Planning
An alumnus of the Business Fellows program at Elon University, Jason graduated with honors earning a Bachelor’s Degree in Finance and Economics. He holds his FINRA Series 7, 66, and Life & Health Insurance licenses.