• Jason M. Sacks, CFP®, CFS

    Partner, Director of Investments

  • David-Frisch

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  • Jason specializes in investment management and portfolio allocation strategies. He has more than 15 years of experience working with investment portfolios, and has extensive knowledge of mutual funds, stocks, fixed income, options, and exchange-traded funds (ETFs). Jason is the head trader of Frisch Financial and develops investment strategies. He joined the firm in 2006 as a senior investment analyst and became Partner in 2010.

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