With extensive experience in mergers and acquisitions in both advisory and principal positions, Jason leads M&A across Carson Group. He focuses on executing strategic transactions for Carson Wealth, advising on the inorganic growth efforts of partners within Carson Partners, and supporting the M&A activities of the members within Carson Coaching.
Prior to joining Carson, Jason spent five years at Focus Financial Partners in New York City where he helped to lead M&A activities both in the U.S. and internationally. His role also included providing strategic support to partner firms in areas such as business strategy, succession planning, budgeting, analytics/benchmarking and organizational structure. Prior to Focus, Jason worked at Harvey & Co., a merchant bank and M&A advisory firm based in Newport Beach, CA, where he led M&A strategies for private equity firms and other acquisitive organizations.
Jason received an MBA from Columbia Business School and has a B.S. in Business Administration from the University of Southern California. He lives in San Diego, CA, with his wife, Ambreen, their son, Ayden, and their Siberian Husky, Doc Holliday. They enjoy traveling, hiking, trying new restaurants and enjoying all that San Diego has to offer.