About Jason Haberman
Jason entered the industry in 1993 and is a founding partner of The HBC Group. His career includes many notable achievements, but it's his relationships with clients, many spanning decades and across generations, that he values above all else.
As a member of the team's investment committee, Jason is well versed in all aspects of asset allocation and portfolio management. He focuses on tax-mitigation strategies, with the aim of maximizing after-tax return for clients. Jason also takes a keen interest in the research and sourcing of alternative investments, identifying compelling risk/reward profiles for clients of the team.
Jason is an advocate for continued education. He holds a Bachelor of Business Administration from George Washington University, where he studied International Business and Finance. He also earned the Certified Investment Management Analyst (CIMA®) Designation from the University of Pennsylvania's Warton School of Business. Over the course of his tenure at Morgan Stanley, Jason has continued to hone his skill set with a variety of designations: Family Wealth Director, Alternative Investments Director, Senior Portfolio Management Director and Global Sports & Entertainment Director. He is also a member of the Investment Management Consultants Association.
His Charitable support is focused on the areas of education and healthcare. Jason is an active contributor to several organizations focused on under-resourced New York City high schools and at-risk students. These include City Year New York, where Jason has served as a board member, Chappaqua Summer Scholarship Program & PENCIL. He also supports causes related to Alzheimer's and Breast Cancer.
Jason is a live music enthusiast and member of a local band. He enjoys an active lifestyle, playing golf and tennis at Whippoorwill Club, among other locations.
Jason and his family reside in Chappaqua, NY, where he is an active member of the community.
Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Aug 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21.
Forbes Best-in-State Wealth Advisors 2023
New York - NY State (High Net Worth)
Source: Forbes.com (Awarded Apr 2023) Data compiled by Shook Research LLC based on time period from 6/30/21 - 6/30/22.
Five Star Wealth Advisor Award
This award was issued in 2014. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 2014 Award - 12/7/2013 through 05/11/2014.
2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time period: Awarded 2019; data 6/30/15 - 6/30/18
Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: IA, DE, WA, OR, MO, GA, CA, WI, OH, CO, IL, FL, VA, NV, NJ, ME, PA, AZ, TX, SC, DC, CT, NY, NH, MD, AL, VT, OK, NC, MA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278888