MANAGEMENT

Our proactive and entrepreneurial character stems from years of Wall-Street experience, portfolio management, credit and risk analysis, and private equity investing. We work with our clients to identify and develop their goals, to find creative ways to achieve those goals, and to provide innovative solutions to their problems though our services.

Jason M. Gilbert, CPA/PFS, CFF, Managing Director Mr. Gilbert has been managing money for high net worth individuals since 2006, both as a fee-only advisor and fund manager. Prior to a career in wealth management, Mr. Gilbert held M&A roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, Mr. Gilbert was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC he specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations. Prior to Wall Street, Mr. Gilbert led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC. Mr. Gilbert is a CPA who holds the PFS designation for his expertise in Personal Finance and a CFF for his accreditation in Financial Forensics. He holds a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business. jason@rgaadvisors.com  |  (516) 224-7888

Elliot Turner, Esq., Managing Director Elliot Turner is a Managing Director at RGA Investment Advisors, LLC. Prior to joining RGA, Mr. Turner was a Principal and Managing Director at AustinWeston Asset Management LLC, a value-driven investment management firm, where he specialized in discovering and analyzing long-term investment opportunities and strategic portfolio management. Mr. Turners professional asset management career began as a Proprietary Equities Trader at Chimera Securities, LLC, where he developed his own unique trading strategy integrating both fundamental and technical analysis. Mr. Turner then joined T3 Capital Management, LLC to continue his trading career on T3′s Equities Desk and to develop the T3Live Blog. From T3, Mr. Turner joined the Wall St. Cheat Sheet, a financial media website specializing in news and analysis on events in the investment and entrepreneurship space. As Managing Editor at the Wall St. Cheat Sheet, Mr. Turner authored numerous columns on investment ideas and philosophies, macroeconomic policies, and trends in technology and innovation. His works and opinions have been published on Yahoo! Finance, TheStreet.com, Marketwatch, Business Insider, and Seeking Alpha. While still at the Wall St. Cheat Sheet, Mr. Turner rejoined Chimera Securities, LLC to manage the firms first long/short investment portfolio. Mr. Turner holds a Juris Doctor from Brooklyn Law School, and is admitted to practice law in New York State. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. elliot@rgaadvisors.com  |  (516) 224-7888