Jason was formerly a Managing Director at Morgan Stanley. Over a 20 year career, he has led a wealth advisory practice and managed client portfolios on a discretionary basis. Jason is also a Managing Partner at West Elk Capital, LLC the sponsor of a private fund focused on long-term investments in small public companies. Jason holds the Chartered Financial Analyst® designation and graduated Skidmore College, Cum Laude, with a B.A. in Biology.
Jason Joffe
Managing Partner & Chief Investment Officer
InLight Wealth
United States, Georgia, Atlanta
About Me
Profile Information
Managing Partner & Chief Investment Officer
InLight Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Atlanta
Georgia
United States
Jul 30, 2024
Work Experience
Inlight Wealth
Managing Partner & Chief Investment Officer Oct 2017 - Present
Email: jasonjoffe@inlightwealth.com
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