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.