Jason is an Executive Director and Senior Investment Strategist at Wells Fargo Private Bank. He is an experienced investment professional, specializing in managing multi-asset class portfolios for high-net-worth individuals, families, endowments, and foundations. He holds a Bachelor of Arts from Saint Anselm College.
Jason has demonstrated a commitment to community involvement through his support of various non-profit organizations. His philanthropic activities include contributions to Kids In Crisis, the YWCA of Northern New Jersey, and the Wakeman Boys & Girls Club, focusing on youth and community welfare.
He consistently gives public recognition and kudos to his colleagues, highlighting their contributions and emphasizing a collaborative team environment.
Read the full overview →They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are thorough and always follow a systematic approach.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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