Jason helped establish Regal Wealth Management in 2019 after beginning his financial career as an investment specialist at JPMorgan Private Bank and then as a financial advisor at UBS Financial Services. He’s worked extensively with entrepreneurs, closely held business owners, athletes and entertainers, as well as high- and ultra-high-net worth families.
With every client, Jason takes a comprehensive approach to ensure that the entirety of the client’s life and financials is considered. People work hard to accumulate wealth and his goal is to protect it so that they can achieve their goals, whatever they may be. When investing for clients, he ensures that their portfolios are a reflection of what’s important to them now and into the future.
The wealth management industry is changing, and Jason brings both experience and an ability to embrace the evolution – an ideal combination for achieving positive outcomes. At Regal, he brings together financial planning, portfolio management, banking solutions, family office services and business management in order to serve the broad needs of clients.
A graduate of the University of Michigan, Jason holds a BA in sociology. In 2019, he was named among Forbes’ list of Next Generation Best In (NY) State Advisors, and he has been involved in fundraising for the Jaffe Food Allergy Institute of Mt. Sinai Children’s Hospital. Jason lives in New York City with his wife Lauren and son Kaden. In addition to spending time with them, he loves trying new restaurants, running through new cities and (guilty pleasure…) watching reality TV.
Aron joined Regal Wealth Management after beginning his career with Nomura Securities International. Aron completed a summer internship with Nomura in the Consumer / Retail Group, and then joined the firm full-time as an Investment Banking Analyst in the Acquisition and Leveraged Finance Group. During his tenure at Nomura, Aron developed a diverse skillset, including a comprehensive understanding of the leveraged debt capital markets landscape, leveraged buyout transactional experience, financial modeling, and specifically, cash flow for debt repayment modeling. Prior to leaving Nomura to join Regal, Aron was promoted to Associate.
A graduate of the University of Michigan, Aron earned Bachelor’s Degrees in Business Administration and Sport Management. While an undergraduate, he was a Research Assistant for the University’s Center for Sport and Policy, where he performed economic modeling and analysis for various sport venue-based transactions. He also analyzed the Olympics’ effect on municipalities and their economies, as well as the feasibility of a Las Vegas-based NHL Franchise. During college, Aron also worked with Inner Circle Sports (Boutique Sports Investment Bank), Monumental Sports & Entertainment (Washington Capitals PR / Communications), and Levy Restaurants @ Nationals Park (Washington Nationals Ballpark Operations).