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Jason Bolt is an Executive Director in the ESOP (Employee Stock Ownership Plan) Advisory Group, where he is dedicated to advising bankers and their clients on ESOP structures. Jason has over 15 years of experience providing advisory services for buy-side and sell-side ESOP transactions, mergers and acquisitions and issuing fairness opinions for various transactions.
Jason received a bachelor’s degree in applied economics and management from Cornell University and holds the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) designations.
Jason is a member of the ESOP Association, the National Center for Employee Ownership and the Association for Corporate Growth. He speaks on ESOP topics at industry conferences.
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