Jason Mirabella is one of the most strategic thinkers I’ve met in financial services.  He understands people, process, and product as a big picture as well as the nuances that differentiate.  We worked with Jason while he was the COO of WealthSource, a multi-billion dollar RIA.  He lead and executed the firm’s vision for a unique and unified technology stack, understanding that integrated process needed to support the goals of the individual advisors as well as the firm.  Jason has that rare balance of elite acumen and strong interpersonal communication skills.  And candidly, he’s just a pleasant partner with whom to work.