H.M. Payson since 2015
Rensselaer Polytechnic Institute, B.S. 2011
With a business background including the launch of a successful brewery, years of experience working in retail and customer service, and an aptitude for technology (he once built his own computer), Jason has helped HM Payson execute a number of technological and operational upgrades over the past several years, including internal and client 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 audits and analyses, and manages Payson’s CRM and portfolio management software. A Marketing Commmittee member, Jason is also a steward of the HM Payson brand. More recently, he has become involved in the management of the firm’s Payson Choice offering.
Always testing the boundaries of what’s possible, and unafraid of challenge, Jason helps Payson run well.
If it’s a winter weekend, you’ll find Jason at Sunday River. He’s been skiing since he was 3 years old. In late 2020, he and his wife Amanda welcomed their daughter Charlotte, who he can’t wait to bring out on the bunny trail next year.