Jason has worked with institutional sponsors to design innovative tax-advantaged programs while educating advisors and investors on the benefits of alternative investments.  Prior to establishing Alternative Tax Management, LLC, Jason directed sales at several prominent investment companies, including Salomon Brothers, Smith Barney, and Warburg Pincus.  As Vice President at Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offering in the Merrill Lynch Consults program.  As Managing Director at Four Springs Capital, Jason led the design and build out of a 1031 focused real estate investment platform and syndication of Delaware Statutory Trust (DST) offerings. 

Today, Jason provides access to diverse strategies that are designed to deliver tax mitigation for Accredited Investors and their advisors.