Legacy Wealth Advisors, LLC
Jason Hathaway has extensive work experience in the finance industry, beginning with their time as an investment banking analyst at Lehman Brothers in 2005. Jason then went on to become an investment banking associate at RBS Securities Corporation before transitioning into private equity as an associate at Levine Leichtman Capital Partners in 2008. In 2011, Hathaway became a partner at Williams Capital Advisors, where they worked until 2018. In that year, they founded Hathaway Capital Management, LLC, where they served as managing partner until 2022. Currently, Hathaway is the chief investment officer at Legacy Wealth Advisors, LLC.
Jason Hathaway attended Pomona College from 2001 to 2005, obtaining a Bachelor of Arts degree with a major in Economics.
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Legacy Wealth Advisors, LLC
Legacy Wealth Advisors is a multi-family office serving high-net-worth and ultra-high-net-worth families. As the name indicates, our firm's mission is to provide a sophisticated level of investment advisory services that will serve as the foundation for our clients' financial vision of perpetuating wealth intergenerationally and creating a lasting legacy for their families. Legacy Wealth Advisors provides a full suite of family office services for our clients in addition to our core advisory offering.