Jason Winderbaum

Jason Winderbaum is a seasoned finance professional currently serving as Director at EquitiesFirst since February 2023, focusing on asset-backed lending against single-stock portfolios and digital assets. Previously, Jason worked at Credit Suisse in wealth advisory for high net worth and ultra-high net worth clients, and held leadership positions at Paradigm Invest Group, Sanlam Global Investment Solutions, Stake, P2 Australia Pty Ltd, and Priority Advisory Group. With a robust educational background including a Masters of Applied Finance and Chartered Accountant designation, Jason brings extensive experience in investment management, wealth advisory, and financial consulting across various sectors.