Jason recently joined the team at Capital Planning Advisors as both a Partner and Chief Investment Officer where he is responsible for directing the investment policy of the firm as well as managing the investment and research team. Previously, Jason was a Senior Vice President and Senior Investment Strategist for Wells Fargo Private Bank. In that role, he contributed to the bank’s national research efforts for seven years as a member of the Global Strategies equity research team and previously lead the firm’s Domestic Equity Sector Strategy team. Jason is a Co-Founder and Editor of the Sacramento Business Review and over the past decade has helped lead a 17-member volunteer team of researchers, analysts and authors to create and disseminate the Sacramento region’s most sophisticated, recognized and comprehensive economic analysis available. Jason also serves on the board of the Central Valley Foundation, a nonprofit dedicated to advancing English learning and 1st Amendment rights.
Karin recently joined the team at Capital Planning Advisors as a Senior Wealth Advisor. Karin is focused on developing and deepening relationships with high net worth individuals and families to better understand their unique goals and objectives. She utilizes her broad knowledge and experience from almost two decades in the financial services and private wealth management industry to proactively address client needs. For the previous 18 years, Karin worked as a Senior Private Banker at Wells Fargo Private Bank.