Jason has nearly 30 years of experience in investment management and client wealth management. He joined Chatham as a partner and shareholder in 2014 and is responsible for investment strategy and wealth management, helping clients navigate investment management, estate planning, and tax considerations.

Before joining Chatham, Jason was a principal and investment counselor in the Hilton Head Island office of Boys, Arnold & Company, where he advised high-net-worth individuals on their wealth and investment needs. Prior to relocating to Hilton Head Island in 2010, he was a managing partner at Atlanta Equity Research, an institutional investment management and research firm he co-founded in Atlanta in 2002.

Jason began his investment career as an equity research analyst in the investment banking division of SunTrust Robinson Humphrey in Atlanta. He earned both his MBA and BS degrees from Wake Forest University and is a CFA charterholder.