Jason Lersch is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. He works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. Jason also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization in 2015, he spent close to 15 years at Northern Trust working with private clients. He worked extensively with high net worth individuals, families, family offices and private foundations in a relationship-management capacity. Prior to that, he worked as a new business analyst for Rabjohns Financial Group, a boutique advisory firm based in Chicago.
Jason has a BA from Denison University in Granville, OH. He holds a CFP® designation and is Series 7 & 63 licensed. Jason is a member of the Chicago advisory board of Smile Train, a nonprofit organization focused on repairing cleft palates in developing nations.