As Director of Private Investments at Heritage, Jason collaborates extensively with the Investment Advisory team, specializing in alternative investments.

His professional background includes investment roles at Atlas Diligence, RCP Advisors, and Equi, as well as experience managing an alternative investment portfolio for a single family office.

A graduate of the University of North Carolina at Chapel Hill, Jason holds a B.S. in Business Administration and has earned the Chartered Financial Analyst (CFA®) designation.

Outside of work, he’s an avid traveler and Buffalo Bills fan. Jason resides in Durham, North Carolina with his wife and their two cats, Cruz and Zip.