Jason Inglis

Jason Inglis is an experienced executive in the financial services industry, currently serving as Chief Development Officer at Trilogy Financial since February 2025. Prior to this role, Jason held various leadership positions, including Chief Revenue Officer at Sowell Management from 2022 to 2025, President at Integrated Advisors Network from 2020 to 2022, and Managing Partner at ReDefine Capital Partners from 2016 to 2020. Jason also served as Managing Director at Angel Oak Capital Advisors, LLC from 2013 to 2016, Senior Regional Vice President at Deutsche Bank from 2006 to 2013, Managing Director and Senior Vice President at Envestnet, Inc between 2003 and 2006, and Regional Director, Separate Account Specialist at BNY Mellon from 2001 to 2003. Jason began a career in finance as Director of Sales & Marketing at WCM Global Wealth, LLC from 1998 to 2001. Jason holds a degree from The University of Georgia, with earlier education at Riverwood International Charter School and Darlington School.