Jason is Chief Investment Officer and a Partner with Capital Planning Advisors in Roseville. Prior to joining the firm, Jason was a Senior Vice President and Senior Investment Strategist for Wells Fargo Private Bank, where he was a member of the Global Strategies equity research team and had previously led the bank’s Domestic Equity Sector Strategy team. Jason is co-founder and editor of the Sacramento Business Review and, over the past decade, has helped lead a 17-member 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) and holds a Master of Business Administration degree with a concentration in finance from the University of California at Davis, where he was inducted into the Beta Gamma Sigma honor society. He earned his Bachelor of Science degree in Business Administration from the University of the Pacific. Jason has been an advisor to the Board of Governors of the CFA Institute and spent several years volunteering as a team leader for the Placer County Sheriff’s Search and Rescue ground unit.