Jason is a Chief Financial Officer at Columbia Capital. With over 11 years of experience. Jason oversees audits in the regulated investment company, alternative investment, and institutional endowment space with the largest fund managing over $18B in assets and the largest endowment overseeing $22B in assets. Jason has extensive experience in the valuation of a variety of financial instruments including privately held equity and debt securities.
As an audit director, Jason collaborates frequently with both the domestic and international tax practice as well as with our valuation teams in addressing client challenges. Jason has had the opportunity to serve as a recurring subject matter panelist in PwC’s semi-annual alternatives seminar (professional development program) held in Washington, D.C. covering relevant accounting updates and trends in the industry from the SEC’s current agenda to new accounting pronouncements issued by the Financial Accounting Standards Board.
Jason holds a degree in accounting from the College of William & Mary as well as a Master of Science in Accountancy from the University of Virginia. Jason is a licensed CPA in Virginia and is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountant.