Jason brings a steady, thoughtful approach to every situation, giving clients confidence and ease. His natural curiosity drives him to keep learning, sharing insights and truly getting to know the people around him — from clients to colleagues. The strong sense of connection he cultivates with others grounds him in his work and his life.
Entering public accounting in 2007, Jason’s career spans working for global and national accounting firms, as well as for a significant global banking institution. Specializing in taxation for private funds, Jason has a depth of expertise in a variety of alternative investment, private equity, partnership, FATCA and foreign withholding issues.
Jason resides in Cranston, Rhode Island, and spends most of his time outside of work traveling with his wife and two children — which includes locally “traveling” to the kids’ many sporting events. A fan of New England sports teams, Jason also makes time to play in a weekly basketball league and work on DIY home projects.