Jason M. Morley is responsible for
managing the day-to-day global accounting and reporting functions,
including external reporting to regulatory agencies as well as
coordination of financial, tax and other audits at Atlantic-Pacific
Capital.
Prior to joining Atlantic-Pacific, Jason worked for Piermont
Wealth Management, a wealth management firm, where his
responsibilities included all aspects of personal financial
planning and investment management and prior to that at Punk,
Ziegel & Company, a broker-dealer, as the vice
president of finance responsible for all accounting, reporting
and compliance functions. Mr. Morley started his career as a senior
auditor in the financial services industry practice of Deloitte
& Touche.
Jason earned a Bachelor of Science in Accounting from
Quinnipiac University where he graduated magna cum laude. Jason is
a Certified Public Accountant, a Certified Financial Planner
and a Personal Financial Specialist.