Built on friendship. Driven by values. Committed to your future.
Ours is a partnership built not just on shared values and experience, but on a lifelong bond that began in childhood and grew into a shared mission to deliver personal, thoughtful investment advice.
Our Story
We place great emphasis on understanding each client’s long-term goals, and we invest with an eye toward the future, creating a realistic path toward meeting and exceeding long-term needs. It is our mission to grow alongside our clients, not at their expense. Just as we seek healthy, long-term investments, so do we hope to create client relationships that last a lifetime.
What’s Out There
Our story is one of shared curiosity, integrity, and a belief that real investment advice should feel personal. Some partnerships are built on a spreadsheet. Ours began on ice.
We grew up together in Great Neck, New York playing hockey as kids, attending the same birthday parties, reconnecting over school breaks, and always sharing a mutual curiosity about how the world works. Over time, our paths diverged , but eventually deepened. Elliot attended Choate and then Emory, studying philosophy and later pursuing a law degree. Jason went to the University of Michigan, where he majored in political science and later earned a master’s in accounting and finance, with stints in investment banking and private equity. Over summers, we enjoyed lifeguarding together at the Lake Success Pool.
What We Believe In
What never changed was our shared passion for ideas, especially the ones that drive economies, companies, and markets.
Throughout the years, we’d find ourselves in long conversations, first about quirky entrepreneurial ways to make money over summer breaks, but eventually about capital allocation, investing, business models, and risk. We didn’t know it at the time, but those conversations were the early seeds of a partnership. While we each took our own path into the world of investment management; Elliot through a trading desk then a small firm, Jason by founding RGA Investment Advisors in the wake of the financial crisis, we eventually realized we were building toward the same vision: a principled, high-integrity, research-driven approach to managing money that puts clients first.
In 2012, we officially joined forces and re-launched RGA Investment Advisors with a renewed purpose.
Our approach reflects the best of both of us: Elliot’s deep analytical rigor, honed through years of stock picking and legal training; and Jason’s entrepreneurial drive, operational expertise, and background in finance and business strategy. Together, we bring complementary lenses to a shared investment philosophy rooted in quality, durability, and thoughtful valuation. We follow a disciplined GARP (Growth at a Reasonable Price) framework and focus exclusively on owning competitively advantaged businesses with long-term tailwinds.
Why RGA?
But more than just strategy, this firm reflects what we value: trust, intellectual honesty, transparency, and a deep commitment to the families we serve.
We started RGA because we didn’t like the way big firms managed money. It felt impersonal, product-driven, and transactional. Too often, advisors were salespeople, not analysts. Portfolios were models, not reflections of real research. We set out to change that.
We are bound, not just by fiduciary duty, but by professional codes of conduct that prioritize ethics, objectivity, and long-term thinking.
We built this firm to be the kind of advisory practice we’d want for our own families: independent, aligned, and entirely focused on delivering value through thoughtful advice and exceptional investment stewardship.
And while it all started with a childhood friendship, what keeps us going today is the belief that by combining our talents and experience, we can build something larger than ourselves.
