GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Jason Pueschel
Jason has worked with institutional sponsors to design innovative tax-advantaged programs while educating advisors and investors on the benefits of alternative investments. Prior to establishing Alternative Tax Management, LLC, Jason directed sales...
ABOUT JASON
Jason has worked with institutional sponsors to design innovative tax-advantaged programs while educating advisors and investors on the benefits of alternative investments. Prior to establishing Alternative Tax Management, LLC, Jason directed sales at several prominent investment companies, including Salomon Brothers, Smith Barney, and Warburg Pincus. As Vice President at Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offering in the Merrill Lynch Consults program. As Managing Director at Four Springs Capital, Jason led the design and build out of a 1031 focused real estate investment platform and syndication of Delaware Statutory Trust (DST) offerings.
Today, Jason provides access to diverse strategies that are designed to deliver tax mitigation for Accredited Investors and their advisors.