Jason Seifert

Jason is the co-founder and President of The Brookhaven Group. 

Jason provides in-depth strategy and advice to clients with complex wealth management needs. He has many years of experience in wealth management, estate planning, and serving families with unique circumstances and goals. His knowledge and broad-based background allow him to anticipate key decision points in clients' financial lives, so they can capitalize on opportunities and circumvent challenges effectively. 

Jason has previously worked at Bank of America Private Bank, Key Private Bank and UBS Financial Services prior to co-founding The Brookhaven Group. He previously also practiced as an estate attorney and is an inactive CPA, where he had the 6th highest score in the state of Ohio on the CPA exam. 

Jason holds a Juris Doctorate  from the University of Akron School of Law, as well as a Masters of Taxation from the University of Akron and a Bachelors of Science from the Ohio State University in accounting.