Jason Haviland
Senior Partner and COO at Cottage Street Advisors | Nashua, New Hampshire, United States
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As the Senior Partner and COO at Cottage Street Advisors, Jason Haviland plays a pivotal role in steering the firm towards its mission of managing wealth in a fiduciary capacity. With a strong emphasis on aligning investment strategies with the unique values and goals of each client, Jason leads a dedicated team that prioritizes relationship management and personalized financial advice. His extensive expertise in portfolio management and asset allocation ensures that clients receive tailored investment solutions that not only protect their wealth but also reflect their passions and business interests.
Under Jason’s leadership, Cottage Street Advisors has embarked on several key projects aimed at enhancing client engagement and portfolio performance. By leveraging advanced financial modeling techniques and a deep understanding of mutual funds, he has successfully designed investment portfolios that withstand market volatility while maximizing returns. Jason's commitment to a fee-only advisory model underscores the firm’s dedication to transparency and integrity, allowing clients to trust that their best interests are always at the forefront.
In addition to his operational responsibilities, Jason is instrumental in fostering a culture of continuous improvement within the firm. He actively promotes the adoption of innovative asset management strategies and robust business analysis practices, ensuring that Cottage Street Advisors remains at the forefront of the wealth management industry. With a keen focus on legacy building, Jason is not only shaping the future of the firm but also empowering clients to achieve their long-term financial aspirations. His leadership exemplifies a blend of strategic vision and a heartfelt commitment to client success, making him a respected figure in the financial advisory landscape.
Senior Partner and COO at Cottage Street Advisors in January 2018 to Present
President and Wealth Collaborator at Cottage Street Advisors in January 2016 to January 2018
Vice President at Fidelity Investments in July 2003 to January 2016
Director at Fidelity Investments in June 2001 to July 2003
Senior Development Manager at Fidelity Investments in June 1998 to May 2001
Senior Software Engineer at Fidelity Investments in April 1997 to May 1998
Pension Specialist at Fidelity Investments in October 1995 to April 1997
Retirement Specialist at Fidelity Investments in January 1995 to October 1995
COO / Sportswriter at Scoop Magazine Detroit in September 1992 to September 1994
Tax Preparer at Jackson Hewitt in November 1993 to June 1994
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Investment Management
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COO
Financial Services
Series 7
Mutual Funds
Portfolio Management
Relationship Management
Investments
Asset Allocation
Asset Managment
Series 63
Equities
Securities
Wealth Management
Retirement
Retirement Planning
Financial Modeling
Derivatives
Business Process Improvement
Strategy
Finance
401k
Strategic Financial Planning
Program Management
Management
FINRA
Alternative Investments
Project Portfolio Management
Leadership
Asset Management
Financial Planning
Business Analysis
Process Improvement
Vendor Management
SDLC
Software Development Life Cycle (SDLC)
Strategic Planning
Project Management
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Discover more about Cottage Street AdvisorsWhat is Jason Haviland email address?
Email Jason Haviland at [email protected] and [email protected]. This email is the most updated Jason Haviland email found in 2026.
What is Jason Haviland phone number?
Jason Haviland phone number is +19565727355 and +18439268095.
How to contact Jason Haviland?
To contact Jason Haviland send an email to [email protected] or [email protected]. If you want to call Jason Haviland try calling on +19565727355 and +18439268095.
What is Jason Haviland net worth?
Jason Haviland has an estimated net worth of -$2,499 to $2,499
What company does Jason Haviland work for?
Jason Haviland works for Cottage Street Advisors
What is Jason Haviland's role at Cottage Street Advisors?
Jason Haviland is Senior Partner and COO
What industry does Jason Haviland work in?
Jason Haviland works in the Financial Services industry.
Jason Haviland Email Addresses
Jason Haviland Phone Numbers
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