Building Wealth and Bridging Gaps: Insights from Jason Ray

In episode 7 of “The Deep Dive” podcast, Jay Hummel interviews Jason Ray, founder, president, and CIO of Zenith Wealth Partners. Jason discusses the firm’s focus on creating diverse portfolios for small business startups and institutional investors. He explains his role in structuring equity investments and private credit offerings to provide accessible financial advice, particularly to underserved communities. They discuss tailoring financial advice to clients focused on wealth creation and teaching institutions how to align their values with their investment policies. Finally, Jason and Jay dive into the impact of technology on wealth management and the changes it might bring to the industry.

Jason Ray: Jason is the founder, president, and CIO of Zenith Wealth Partners, a 100% minority-owned firm in Philadelphia. Before founding Zenith in 2019, Jason gained experience at Carnegie Wealth Management and FS Investments. He earned his CFA Level II credential in 2019. Jason graduated from Princeton University, where he majored in political science and was an all-Ivy football player.