Jason joined Crestwood in 2022 and serves as a Portfolio Manager. Prior to joining Crestwood, he spent 14 years as a Senior Portfolio Manager at Bank of America Private Bank, formerly U.S. Trust.

Jason grew up in a rural community in upstate New York before graduating from Vassar College with a degree in Psychology. He holds the Certified Financial Planner®, Chartered Financial Consultant®, and Chartered Sustainable Responsible Impact Counselor® designations.  These reflect Jason’s belief that wealth management should be a happy marriage of financial planning and investment strategy tailored to an investor’s unique goals and ethical preferences.

Jason and his family are active supporters of Alzheimer’s research. He resides in Milford, Connecticut with his three children and rambunctious dog. Jason is a lover of good food, bad movies, trivia, and Silver Age comic books.