Jason is a member of the CXO Executive Program at Shore Capital Partners, a microcap private equity firm focused on partnering with companies that have between $1-10 million of EBITDA. Jason’s responsibilities include working with portfolio company management teams to improve operational performance, implement strategic initiatives, and prepare platforms for add-on acquisitions and de novo growth.
Prior to joining Shore, Jason worked as the Associate Director of Investments for a private wealth practice at Goldman Sachs and Morgan Stanley, serving in an advisory capacity to ultra-high net worth and institutional clients. Jason earned a B.A. in Financial Economics from the University of Virginia on a full Jefferson Scholarship, and his MBA from the University of Chicago Booth School of Business with concentrations in Finance, Entrepreneurship and Economics.
Jason is a CFA Charterholder and a member of the CFA Society of Chicago.