Career / Background:
Jason joined Brown | Miller in June 2024 as a Senior Client Service Associate. He has over 11 years of investment, banking and financial services experience. Jason worked as a Portfolio Management Associate at Morgan Stanley and a VP, Senior Trust Officer at Chevy Chase Trust. He recently obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation and became an investment adviser representative of Brown Miller Wealth Management.
Sports & Hobbies:
Sports: I played Ice Hockey for 18+ years and was lucky enough to travel around the world at a young age. I am a massive Washington Capitals fan, but also root for the Yankees and Giants because of my father’s New York roots.
Hobbies: After I stopped playing hockey in my early 20’s, my new obsession became golf. I try to play at least once every weekend and have a 4 handicap. Additionally, my wife and I love to travel abroad whenever we can.
Travel:
My wife and I recently spent 3.5 weeks in Italy, traveling to the Amalfi Coast, Florence, Rome, Venice and Naples. We fell in love with the Amalfi Coast and Florence for its breathtaking views, food, and culture. We love the beach and hope to visit Sicily in the next few years.
Movies: Goodfellas, Forrest Gump, Tin Cup, Heat, A Bronx Tale
Books: Beach Music, A Painted House, Beartown, or anything by Harlan Coben.
Anything else you love or that gets you excited?
My wife and I try a new pizza place in every city we travel to and keep a list of our top 10 favorites (yes, Ledo Pizza is still in the top 10). I have an older brother, a younger sister, and eleven nieces and nephews.