A team member since 2017, Jason oversees all fund-related finance and reporting activities. As a consulting chief financial officer for several leading venture capital and private equity firms, Jason’s expertise spans a variety of industries and fund types.
Before his role as a consulting chief financial officer, Jason was a director at Standish Management. Hired to co-lead the Boston office of Standish, Jason was a fund administrator for PE and VC firms. Before Standish, he was partner and chief financial officer at Castile Ventures, an early-stage VC firm specializing in technology businesses. Jason provided financial reporting of Castile’s funds and participated in fundraising, due diligence, investor relations and the financial analysis of portfolio investments.
Before joining Castile, Jason was manager of financial reporting at Summit Partners, senior associate in the financial services industry practice of Deloitte and senior accountant for KPM & Associates CPAs.
Jason earned a Bachelor of Science in Accounting from Bryant College. He is a certified public accountant and is a member of AICPA, MSCPA and Private Equity CFO Association.