Jason Horowitz
Jason joined Strategies for Wealth after beginning his career in investment banking at Nomura Securities. At Nomura, Jason was a Vice President on the Equity Capital Markets team, which focused on public equity capital raising in the form of IPOs, follow-ons and convertible bonds.
Jason was inspired to build a career in financial services after observing the services his father provided as an advisor delivering a more strategic approach to planning and tax mitigation. Coupled with the desire to make a meaningful impact on the lives of others, he knew he could leverage his existing financial services experience to build a successful practice.
Jason is passionate about helping people make coordinated and informed decisions around their financial world. Jason observed that the best approach to maximizing the success of a financial strategy is one that is holistic and considers all aspects of clients personal and financial lives.
Originally from New Jersey, Jason lives in Manhattan and works out of the Madison Avenue, NYC office. Jason enjoys playing golf, cooking, watching college basketball and running around the backyard with his family’s Aussiedoodle, Rocky.