Investing is more than our profession, it’s our passion. Our team brings diverse expertise and a shared commitment to collaboration that elevates every decision we make.
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 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.
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.
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 enjoys snowboarding, climbing, walking his dog, and making well-informed long-term investments.
Before joining RGA, Bill invested his family’s capital. Over that time, he oversaw estate planning, family budgeting, end of life care, and asset management. Bill began his career as a credit analyst at BMO Harris Bank, where he underwrote loans to various corporate clients. He left BMO Harris to pursue a lifelong wealth management education.
Bill has a passion for fostering conversation; especially conversations about money and inter family dynamics. He enjoys his family, coaching flag football, golf, and his golden retriever. He has three sons and has been happily married for over a decade.
Laura Kelly is an experienced accounting professional with nearly 20 years of experience, specializing in helping small to medium-sized businesses thrive by improving their understanding of their financials. She has a passion for learning and implementing technology to streamline and optimize financial operations for her clients. She also serves as the Board Chair for a non-profit whose mission is to remove barriers to outdoor experiences.
Laura lives in Pittsburgh, PA with her husband and two kids. In her spare time, she loves getting outside with her family and enjoying a bike ride or kayak paddle along the three rivers of Pittsburgh.
Candice brings over 15 years of experience in business administration, operations, and executive support, providing strategic, solutions-driven assistance to leadership teams. With a strong background in optimizing business functions and streamlining processes, she ensures seamless execution across all areas of executive support.
Holding a master’s degree in Human Resources Development, Candice also has expertise in HR functions, including onboarding, compliance coordination, and employee engagement. Her ability to manage complex workflows and enhance organizational efficiency enables RGA’s leadership to focus on delivering exceptional service and results to clients.
Originally from California, Candice now calls Texas home. She is passionate about creating structure and efficiency, ensuring that businesses run smoothly and leaders can concentrate on strategic growth….
