Jason McMillen

Jason McMillen, CFP®, serves as the Director of Family Office Services at Avestar Capital since May 2025. Prior to this role, Jason held the position of Vice President at Rockefeller Capital Management from March 2020 to July 2025. Jason's extensive career includes nearly a decade at Ayco, a Goldman Sachs Company, where responsibilities included collaboration with the Fidelity Trading Desk, Charitable Services Group, Portfolio Management Group, and serving as a Financial Planner for the Family Office. Educational credentials include an MBA in Taxation from the University at Albany, a Certificate in Financial Planning from Boston University, a BS in Business Administration and Management from Siena University, and an AA in Business Administration and Management from the State University of New York College of Agriculture and Technology at Cobleskill.