Jason Cole

Jason Cole provides comprehensive wealth management services to a diverse clientele including physicians, business owners, executives, athletes, and non-profit endowments. With both an investment and accounting background, Jason advises his clients on complex income, estate and charitable tax planning techniques while also specializing in expanding the firm's exposure to both private equity and privately-held real estate.

Jason received his Bachelor of Science in Accounting from The Pennsylvania State University, his M.B.A. in Finance from Temple University Fox School of Business and Management and he holds the CFP® designation. Jason is a member of the Philadelphia Estate Planning Council, the Financial Planners Association and has been approved as an NFLPA Registered Player Financial Advisor. He is Vice Chair of Jewish Federation Early Learning Services (FELS) and Vice President of Adam Taliaferro Foundation. He is a senior member of Jewish Federation Real Estate Group (JFRE), committed to providing solutions to the Philadelphia Jewish community's top issues through philanthropic investments in Jewish day school education, hunger, poverty and the Jewish elderly. He is Vice Chair of Jewish Federation of Greater Philadelphia (JFGP) Renaissance Group, a JFGP Board Trustee and a member of Jewish Federation's National Young Leadership Cabinet.

Jason is frequently quoted in the national print media. He was named to the 2009 Philadelphia Business Journal’s “40 under 40.” He was recently named as a Trustee and Investment Committee member of the Jewish Community Foundation (JCF) of Southern New Jersey (SNJ), and asked to serve on the Advisory Board of SmartCEO magazine.

Jason is a member of our Investment Commitee.