Together we can help you achieve the growth you envision.
Jason is part of the business development and acquisition team at Focus, with an emphasis on recruiting new firms and merger candidates for Focus Partner firms. In addition to M&A activity, Jason also works on succession planning for RIAs in the industry through Focus’ unique Succession Solution.
Prior to joining Focus, Jason worked as an Associate at Harvey & Company, LLC, a boutique buy-side investment bank located in Newport Beach, CA, where he worked on growth, recapitalization and buyout private equity investments in the middle market. He also evaluated and executed on acquisitions for corporations across many industries, specializing in consumer facing products and services.
Jason received his BS in Finance from the University of Southern California. He enjoys traveling, playing basketball and spending time with his Siberian husky Doc.