Vice President, Mergers & Acquisitions
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 business development and M&A activities in the Midwest and Canada. During his tenure, Focus consummated over 100 M&A transactions in the wealth management industry. 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 is currently completing his coursework for an MBA from Columbia Business School. He received a B.S. in Business Administration from the University of Southern California. He lives in New York City with his wife, Ambreen, and their Siberian Husky, Doc Holliday. They enjoy traveling, hiking, trying new restaurants and enjoying all that NYC has to offer.
Getting to know Jason
Favorite Food: Mexican food – any and all! The hole-in-the-wall places are generally the best.
Best Piece of Financial Advice I’ve Received: Live beneath your means.
Favorite Quote: “You miss 100% of the shots you don’t take” – Wayne Gretzky
Favorite Holiday: Christmas in Southern California with his five siblings and too many nieces and nephews to count. It’s not a white Christmas, which is exactly what he loves about it!
Place He’d most like to visit: Machu Picchu