Jason Bird, CFP®, CAP®, CEPA®

Jason Bird is an experienced wealth management and financial planning leader whose work focuses on helping individuals and organizations align their financial resources with their values and long-term goals. A University at Buffalo graduate, Jason brings expertise in investment strategy, philanthropy, and values-aligned investing, as well as a strong network of relationships locally and nationally. His perspective supports the Foundation as it explores how financial assets and investment strategies can further its mission of changing systems and building financial prosperity across the Buffalo-Niagara region.