Jason has more than ten years of investment banking experience and his responsibilities include the execution and sourcing of a broad range of transactions and corporate finance advisory engagements. Jason has advised middle market clients in various industries on public and private company mergers and acquisitions, private placements of capital, strategic alternatives reviews, and business valuation issues.
Prior to joining Curtis, Jason was an associate on Fleet Securities’ M&A advisory group. Prior to Fleet Jason was with Howard Lawson & Co., a Philadelphia-based boutique investment banking firm. Preceding his career in investment banking, Jason’s experience included positions with Nuveen Investments, SBC Communications, and QVC, Inc.
Jason holds a BS in Economics from West Chester University where he graduated Summa Cum Laude. In addition, Jason has completed management and leadership training coursework from Penn State University. Jason holds the FINRA Series 7, 63, and 79 Licenses.
Association for Corporate Growth, Registered Representative of Curtis Securities, LLC.