Jason is Chief Investment Officer and a Managing Director with Capital Planning Advisors, a registered investment advisor located in Roseville.
Jason is co-founder and editor of the Sacramento Business Review and, over the past decade, has helped lead a volunteer team of researchers, analysts and authors to create and disseminate a comprehensive economic analysis of the Sacramento region.
He is a Chartered Financial Analyst (CFA), holds a Master of Business Administration degree from the University of California at Davis, and earned his Bachelor of Science degree in Business Administration from the University of the Pacific.
Grant proposals are by invitation only. Please only send letters of inquiry or proposals by mail or email if requested to do so by Foundation staff.