Jason is the owner and primary advice giver at Excelsior Investors. He views his role as a behavioral investment counselor and focuses his time on helping clients avoid costly mistakes that could harm their financial independence. If you get a chance, ask him about his book folder.
Jason holds the Chartered Financial Analyst (CFA) charter and is a Certified Financial Planner™. He holds a BA in accounting with a finance concentration from St. John’s University and earned All-American and Academic All-American honors while playing football for the Johnnies. In 2003, he earned a National Championship ring while playing for legendary St. John’s football coach, John Gagliardi.
Outside of the office, you can find Jason spending time with his wife Lindsay and their two daughters, Betsy and Jane. When he isn’t with his family, he is probably fishing or reading.
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