Profile
Mr. Jason L.
Marsh, CPA, is a Chief Executive Officer and an EVP & Chief Operations Officer at Hazlett, Burt & Watson, Inc. He is on the Board of Directors at HB&W, Inc. In this role, he oversees the daily operations of the firm, and, as a member of senior management and the Board of Directors helps develop and implement the firm’s strategic direction.
Mr. Marsh is actively involved in all areas of the firm including hiring, training, revenue growth, risk management, contract management and capital expenditures.
He also currently serves as the Chairman of the company’s 401(k) Profit Sharing Plan Committee.
Prior to joining Hazlett Burt & Watson, Inc. in 2004, Mr. Marsh started his professional career in corporate finance and spent four years working for a Certified Public Account firm.
This experience provided him a broad base of knowledge in areas of corporate finance, tax preparation, planning, auditing and consulting for a variety of business entities including, sole proprietors, corporations, partnerships, Limited Liability Companies and Not-For-Profit organizations.
Mr. Marsh received his Bachelor of Science degree in Business Administration, graduating Cum Laude from West Liberty State College.
He is a Certified Public Accountant and a member of the West Virginia Society of Certified Public Accountants.
In addition he holds various Financial Industry licenses, including being licensed as a Financial and Investment Advisor.
Jason Marsh active positions
| Companies | Position | Start |
|---|---|---|
Hazlett, Burt & Watson, Inc.
Hazlett, Burt & Watson, Inc. Investment Banks/BrokersFinance Provides brokerage services | Chief Operating Officer | 01/04/2004 |
HB&W, Inc.
HB&W, Inc. Investment ManagersFinance Operates as an investment advisory company | Director/Board Member | - |
Hazlett, Burt & Watson, Inc. (Invt Mgmt)
Hazlett, Burt & Watson, Inc. (Invt Mgmt) Investment ManagersFinance SCM determines a client's goals, needs and risk performance to create profiles for each investor's personal risk preference and assists in designing a unique asset allocation for that investor portfolio. The asset allocation brings together a correlated mix of asset categories by optimizing risk versus return. | Chief Executive Officer | 01/04/2004 |
Former positions of Jason Marsh
| Companies | Position | End |
|---|---|---|
United Dairy, Inc.
United Dairy, Inc. Agricultural Commodities/MillingProcess Industries Produces and supplies dairy products | Corporate Officer/Principal | - |
Training of Jason Marsh
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Hazlett, Burt & Watson, Inc.
Hazlett, Burt & Watson, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
United Dairy, Inc.
United Dairy, Inc. Agricultural Commodities/MillingProcess Industries Produces and supplies dairy products | Process Industries |
West Liberty State College (West Virginia)
West Liberty State College (West Virginia) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hazlett, Burt & Watson, Inc. (Invt Mgmt)
Hazlett, Burt & Watson, Inc. (Invt Mgmt) Investment ManagersFinance SCM determines a client's goals, needs and risk performance to create profiles for each investor's personal risk preference and assists in designing a unique asset allocation for that investor portfolio. The asset allocation brings together a correlated mix of asset categories by optimizing risk versus return. | Finance |
HB&W, Inc.
HB&W, Inc. Investment ManagersFinance Operates as an investment advisory company | Finance |
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