Jason Kiss

While pursuing an MBA, Jason discovered and maintained an interest in investing. When he moved to the United States from Canada, he began working with individuals and families to enhance their financial wellness. For him, a fulfilling day at work is spent helping clients define goals for their wealth and guiding them through the ever-changing and often complex financial world.

Jason earned his MBA from Clemson University in South Carolina and his bachelor’s degree from the University of Western Ontario. He holds the right to use the Certified Financial Analyst designation and is also a Certified Financial Planner™ professional and a Chartered Alternative Investment Analyst. Much of Jason's life outside of work revolves around his three children, which often means soccer games, swim meets and skiing. He and his wife and also love to take advantage of living so close to wine country.

Director of Wealth Management, Aspiriant
Board of Directors