Partner, Financial Services Senior Analyst
Areas of focus: Financial Services
Jason is a financial service professional from RSM’s Chicago office, aligned with the tax practice. He works primarily with clients in the financial services industry and has particular expertise in meeting the needs of family offices, hedge funds, fund of hedge funds, private equity firms, and high net worth individuals.
In 2018, Jason was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions impacting middle market leaders.
Jason is an active contributor of thought leadership through social media, industry advocate groups, and at RSM.
With the election approaching, RSM is looking at the economic stakes and the key issues for family offices.
Lenders in specialty finance face a wave of delinquencies as the pandemic continues to take its toll. How can lenders blunt the impact?
Data-driven economic insights and outlooks for a variety of family offices provided by RSM US LLP senior analysts.
As the Main Street Lending program rolls out, family offices that are eligible must consider pitfalls of borrowing one.
The new law intends to help Main Street businesses. Some family offices might be classified as a small business and eligible for loans.
The $349 billion Paycheck Protection Program is meant to give relief to small businesses and encourage them to keep employees on payroll.
As the human and economic toll of coronavirus mounts, no sector of the economy has been immune from a downturn, including family offices.
If adopted, the accredited investor definition will be a test family office investors will need to pass before investing in private markets.
The amount of wealth managed by family offices continues to grow as more families sell out their founding businesses.
For the financial services industry, rising interest rates call into question how investors will deploy capital in 2019.