President & Founder
Jason is a Maine native and graduate of Bentley University where he received his Bachelor of Science degree in Finance. Jason has spent the majority of his career in the role of Vice President for both UBS Financial Services (6 1⁄2 years) and TD Wealth Management (8 1⁄2 years). In his previous professional endeavors, Jason gained a broad range of experience in investment management and financial planning, while upholding strong relationships with his clients and colleagues.
Among other outside activities, Jason currently serves as a Trustee and Chairperson of the Finance Committee for the Portland Symphony Orchestra. He is a supporter of his alma mater, Cheverus High School and is also a past Director and Treasurer of the Italian Heritage Center in Portland.
With over 4 decades of experience in the financial services industry, Laurie offers both a valuable amount of knowledge and an accomplished skillset to the clients of Aries Wealth Management. In 1971, Laurie began her career working for local bank trust departments until she joined the team at UBS and its predecessors in 1980, where she worked for 35 years.
In August 2015, Laurie joined Aries Wealth Management as a Partner in an effort to get back to her roots of working in a smaller, more personal environment. Laurie finds value in developing meaningful and honest relationships with her clients. Laurie has been entrusted as the key advisor to many families; covering planning topics ranging from college planning to estate planning.