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Senior Relationship Manager & Head of Birmingham office
Senior Relationship Manager & Head of Birmingham office
Jason is a senior relationship manager and head of CIBC Private Wealth’s Birmingham office with over 30 years of industry experience. In this role, he leads the wealth team in Birmingham and serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives.
Prior to joining the firm, Jason was a partner in the San Francisco office of Aspiriant, a financial planning firm where he worked with many HNW families. He has previously worked at firms in Cincinnati and in Toronto, Canada, building a strong background in many different investment types.
Jason earned a Bachelor of Arts degree in English language and literature from the University of Western Ontario and a Masters of Business Administration from Clemson University. Jason holds the designations of Chartered Financial Analyst® (CFA), Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA®).
The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
The CAIA® and Chartered Alternative Investment AnalystSM are service marks owned by the CAIA Association®.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
