Morgan Stanley
H.M. Payson since 2014


CompTIA A Plus Certified
CompTIA Security Plus Certified


Rensselaer Polytechnic Institute, B.S. 2011

With a business background, years of experience working in client service, and an aptitude for technology (he has built his own computer at home), Jason has helped HM Payson execute a number of technological and operational upgrades over the past several years, including internal and external rollouts.

He has spearheaded many initiatives that have given Payson clients better access and visibility into their portfolios, including the HM Payson client portal, access to associated account management tools, and training videos.

He is skilled at data analysis, and manages Payson’s CRM and portfolio management software. More recently, he has become involved in the management of the firm’s Payson Choice offering, providing valuable investment management and financial planning tools directly to clients.

Always testing the boundaries of what’s possible, and unafraid of challenges, Jason keeps Payson running.

If it’s a winter weekend, you will find Jason at the slopes. In the summer, he will be on the golf course or playing pick-up ultimate frisbee in Westbrook. In late 2020, he and his wife Amanda welcomed their daughter Charlotte.