Team

It would be hard to find a more passionate team of investors. We each bring a unique set of experiences to the investment process and we operate within a truly collaborative and dynamic environment.

Jason Gilbert

Managing Partner, President

About Jason Gilbert

Jason has been managing money for high net worth individuals since 2006. He held investment and advisory 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, Jason 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, he 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. Jason is a CPA who holds the PFS designation for his expertise in Personal Finance, a CFF for his accreditation in Financial Forensics, and a charter in global management accounting (CGMA). 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 lives with his wife, Julianna, sons, Logan and Henry, and daughter, Sophie in Great Neck, New York. Jason enjoys scuba diving, cooking for his family, and of course, investing in great businesses.

Elliot Turner

Managing Partner, CIO

About Elliot Turner

Prior to joining RGA, Elliot 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. His 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, Elliot 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, he 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, Elliot rejoined Chimera Securities, LLC to manage the firm’s first long/short investment portfolio. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.

Elliot lives with his wife Emily and daughters Samantha and Jillian in Stamford, Connecticut. He likes skiing, hiking and finding cheap stocks, all off the beaten path.

Ari Lazar

Research Analyst

About Ari Lazar

Ari comes to us from Lincoln International in Chicago where he worked as an Analyst in the firm’s Valuation and Opinions Group. In his previous role, Ari provided valuation coverage for the investment bank’s clients across a variety of industries and in doing so, developed a robust set of industry knowledge and equity analysis skills. Ari has a deep rooted intellectual curiosity and a passion for investing. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Finance.

Ari lives is Stamford, Connecticut. He is a competitive gymnast and can be found at the Chelsea Piers working out on the Pommel Horse.

Ryan King

Senior Investment Advisor and Analyst

About Ryan King

Before joining RGA, Ryan was a Founder and Principal at Pine Bluffs Capital Management LLC, a value-added multifamily real estate investment company. Ryan focused on investing growth capital into developing regions within the Midwest and overseeing capital improvements. He began his career as an Investment Banking Analyst at Harris Williams & Co., where he acted as a sell-side advisor on transactions ranging from $100M to $700M within the food, beverage, and pet industries. Ryan has previously worked with RGA on two occasions as a summer research analyst and shares a deep passion for markets and data. He graduated with a B.B.A. from the University of Michigan – Ross School of Business with an emphasis in finance and technical operations.

Ryan lives in Denver, Colorado. He enjoys snowboarding, climbing, walking his dog, and making well-informed long-term investments.

Krystle Ellis

Controller

About Krystle Ellis

Krystle has worked in the accounting industry for over 8 years. She loves cloud-based accounting because of the technology that can be implemented into day-to-day tasks/workflows, and she thrives when creating scalable, tech-forward, financial solutions. She lives in Florida with her husband and three young daughters. When Krystle’s not working, she enjoy’s spending time with her family and friends by visiting a local beach or a good local restaurant.

Liz Blum

Liz Blum

Executive Assistant

About Liz Blum

Liz is a Kansas native with a diverse range of expertise and perspective. She was educated at the University of Arkansas, where she earned a BS in Hospitality Management. Spanning the Financial and Real Estate sectors, Liz has been a dynamic force in Business Operations and Human Resources, wielding her expertise to effectuate pivotal change. Her professional trajectory has sculpted a diverse skill set encompassing the intricacies of daily business operations, adept recruitment strategies, seamless onboarding processes, and employee management. With a penchant for process reinvention and a flair for executive management, Liz brings an extensive background that speaks to her organizational prowess and keen attention to detail. Thriving in high-energy, fast-paced environments, Liz defines what it means to be outgoing, empathetic, and ambitious.