Jason serves as a Managing Director, Private Wealth Management, at Palisade Capital Management and is responsible for managing institutional partnerships and serving ultra-high net worth clients and families as a wealth management advisor. His 20 years of experience in the financial industry combined with his artistic background allows him to apply multi-dimensional solutions to complex problems for clients’ wealth management needs.

Prior to joining Palisade, Jason was at firms including JPMorgan, Citigroup, and Goldman Sachs where he sharpened his expertise in private wealth advisory, portfolio management, and modeling software of AI-driven tools for more effective and efficient investment planning.

Being a Korean native, Jason is passionate about serving Korean American communities as well as bringing the highest quality strategies and intelligence in the Korean language, seeking to ensure linguistic and cultural gaps do not hinder any client’s financial success.

Jason received his undergraduate degree in Jazz Performing Arts and a master’s degree in financial engineering at The New School.