Jason T. Georgiev
Branch Operations Manager
Office: (585) 484-1400
Toll Free: (800) 480-1580
Jason joined the firm in early 2020 and started his transition into the investment world just before the pandemic. He has been instrumental in helping clients and advisors within the practice by providing seamless service and excellent communication. Prior to joining the firm, he served as a business owner and worked in high-touch client interactive industries that helped him build the customer relations skillset he showcases each and every day.
Clients are colleagues appreciate his organizational skills, methodical planning, and his undivided attention to detail. Jason's duties include: servicing existing clients, onboarding prospects, scheduling meetings, planning appreciation, and educational events, developing and implementation of processes for efficiencies and communication between various investment partners and our clients. His motivation is to deliver the best possible experience one could hope for, and it shows!