Jason brings over 12 years of operations support experience to WealthCare Investment Partners. As Operations Manager, Jason assists in the daily operations and preparation of all meetings with clients, prospects, and vendors. He is responsible for creating Portfolio Review Reports, Investment Analytics, Hypothetical analysis, as well as various Client Financial Management Reports. He also oversees our various web-based Client Portals used to service our clients accounts and portfolios. He plays an integral part in managing & maintaining our company website and social media presence. Jason continually oversees the accuracy and completeness of the clients customer relationship management (CRM) system and assists in the re-balancing and analysis of the client’s account portfolio. He earned his Bachelor’s of Science degree in Finance from Franklin Pierce University.
He enjoys playing hockey, spending time with his friends, and loves watching sporting events during his free time. He is a huge Golden State Warriors and Los Angeles Chargers fan, even though he grew up living in RI.