Currently

CEO and Founder of Stone Point Wealth

Education

Purdue University, Santa Clara University MBA

Summary

  • CEO/Founder of Stone Point Wealth with 20+ years of providing financial planning and investment management for high net-worth clients and institutions.

Experience

Jason’s 20 years of experience in the financial services industry encompasses working directly with clients providing holistic financial advice including retirement planning, tax planning, and estate planning as well as providing portfolio management and most recently being the chief investment officer for one of the largest registered investment advisory firms in Florida. Prior to his financial services career, Jason was employed in the semiconductor industry working in engineering, sales, and finance.

Education

Jason received his Bachelor of Science in chemical engineering from Purdue University, and earned his Master of Business Administration from Santa Clara University. He holds CFA and CFP professional designations.

Quote from Jason Whitby

"We are doing Great Work for Great People."