Managing Partner, President
Managing Partner, CIO
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.
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.
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.
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.
About Lisa Welch
Lisa is a California native who now resides in Connecticut. Lisa has a diverse range of expertise and perspective. She has completed coursework at Fairleigh Dickinson University towards her Bachelor of Arts degree. Her experience stretches across multiple industries (personal care, pharma, food, bev, biocides, ag, industrial) and includes positions in executive assisting, account executive, marketing communications management and logistics and transportation. From these experiences, she has acquired skills in various areas including brand management, public relations, campaign development, sales, meeting planning, advertising, budgeting, import and export of materials and freight. She has extensive experience planning and executing marketing and promotional campaigns and is extremely organized and detail-oriented while thriving in fast-paced environments that require an outgoing, empathetic and ambitious demeanor.