Vice President, Investment Banking | D.A. Davidson & Co.
Jason is originally from Marin County, CA where he was active in the Boy Scouts and enjoyed hiking and biking around Mill Valley and on Mount Tamalpais. After college at Claremont McKenna, Jason moved to San Francisco, CA where he worked at Bear Stearns in investment banking and later at Summit Partners in growth-equity investing. In 2010, he moved to Seattle, WA to pursue his MBA at the Foster School of Business. In Seattle, Jason met the investment banking team at D.A. Davidson focused on the active lifestyle sector and shortly thereafter joined. In his free time, Jason enjoys travel and exploring “off the beaten path” in both the Puget Sound region and around the world. He is also an avid skier, weight lifter and runner.
EDUCATION & DEGREE(S) ACHIEVED: MBA, Foster School of Business, University of Washington; BA, Dual Majors in Economics and International Relations, Claremont McKenna College
I COULDN’T DO MY JOB WITHOUT: Clients who put their faith and trust in my colleagues and me.
MOST IMPORTANT THING I HAVE LEARNED: One cannot underestimate the importance of relationships in business and life.
BEST ADVICE I WAS GIVEN OR THAT I WOULD GIVE: Always remember to seize opportunity and take full advantage of your skills and resources. Take nothing for granted.
BIGGEST CHALLENGE YOU’VE OVERCOME: After the financial crisis of 2008/09 and uncertain career prospects, I took a chance and moved to Seattle to pursue my MBA degree. Shortly thereafter, I met the investment banking team focused on active lifestyle at D.A. Davidson & Co. that provided the opportunity to combine my experience in finance with my passion for outdoor activities.
BIGGEST ACCOMPLISHMENT TO DATE: Marrying my wife, Caitlin.
WHAT YOU WOULD WANT YOUR LEGACY TO BE: To look back and see a robust group of satisfied clients where I was able to help them attain life-changing transactions.
BIGGEST LIFE LESSON: Pick and choose your battles carefully.
DESCRIBE YOURSELF IN TWO WORDS: Meticulous Planner