Jason is a member of the Broad Sector Advisory and Outdoor Recreation & Marine Investment Banking Groups and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. He was a Senior Financial Analyst with CPG Beyond the Cloud practicing corporate finance.
Jason graduated from Virginia Tech with a B.S. in Finance with a concentration in Banking and Risk Management. He is a CFA Charterholder and member of the CFA Institute. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).