TEAMS +
- Leo J. Kelly III
- Matthew S. Moore
- Susan Insley
- Charles S. Holt
- Cristina McCarthy
- Brian J. Grumbach
- Richard M. Rosa
- Thomas J. New
- Stephen Thacker
- Brian Sabo
- John Morgan
- Meg Sheil-Puopolo
- Avery A. Prkna
- Noel LaMontagne
- Megan Horneman
- Kevin M. Cuff
- Michele Welsh
- Jason M. Edelson
- Michael R. Hoffman
- Matthew Andrulot
- David Nelson
- Shane Twomey
- Debbie Berlin
- Laura Kreutzfeldt
- Annie McCann
- Courtney Hoyes
- Reid Barger
- Lucas R. Belanger
Jason M. EdelsonQFOP®
Executive Director
Contact:
443.212.7049
Education:
Towson University, B.S. in Business Administration with a concentration in Finance
As an Executive Director at Verdence, Jason is responsible for providing oversight and specialized support services for clients’ investment and planning needs. In his role, Jason also manages the Verdence Family office offering for clients. He previously worked for Wells Fargo for 12 years and is a multiple time recipient of the Concord Elite Award, which recognizes the top producing and service advisors nationwide.
Get to know Jason!
Best advice from my parents:
“Always work hard and try your best at whatever it is you are doing. If you give 110% at accomplishing a goal, you will always be successful.”
Favorite Vacation Spot:
Cabo, Mexico
A hobby that I wish I had more time for:
“Golf”
