Jason McpharlinManaging Director Senior Wealth Advisor Private Client Group Wealth Management & Trust Florida
Jason McPharlin serves as a Senior Wealth Advisor, working directly with clients to design customized investment plans that align with their personal financial objectives.
Prior to joining Boston Private Wealth, Jason was a Portfolio Manager for Banyan Partners and Rushmore Investment Advisors, a Texas-based registered investment advisor acquired by Banyan Partners in 2013. Boston Private Wealth acquired Banyan Partners in 2014. Prior to joining Rushmore, he was a Portfolio Manager with Northstar Capital Management. Prior to NCM, he was finance director for DIRECTV Latin America.
Jason earned a Bachelor of Science from Florida Atlantic University, an MBA from Nova Southeastern University, and an MIM from Thunderbird, The Garvin School of International Management.