Jason Paez is the Managing Partner of Belstone, a technology-led banking firm that advises and invests in privately held businesses. At the firm, he is responsible for overseeing Belstone's execution and technology strategies as well as empowering a culture of innovation and long-term value alignment. Since founding the company in 2010, Jason has sought to consistently grow the firm's ability to take substantial risk on behalf of partners and to improve industry practices related to both internal and external financial incentives. He was the early architect for Belstone's market intelligence and deal distribution technologies, and works closely as an advisor behind the scenes of nearly all of Belstone's transactions.
Jason has spent the past 15 years identifying and engaging with teams at the forefront of new opportunities. He began his career in the sciences working under molecular geneticist Günter Blobel, who went on to win the Nobel Prize for Medicine in 1999. Subsequently, he joined the investment banking department of Merrill Lynch & Co, and later, UBS, where he worked on dozens of transactions advising global industrial clients and private equity sponsors. In January 2007, Jason met then Senator Barack Obama and became a founding member of the future President's national finance committee. He went on to advise various levels of the first Obama Administration's White House and Treasury on matters of innovation and private capital markets, including America's first Chief Technology Officer Aneesh Chopra and senior advisors to the Treasury and Commerce Departments.
In addition to his role at Belstone, Jason is an active supporter of social enterprise and currently serves as Chairman of Purpose Brands, a start-up that seeks to lead a new generation of high impact consumer products. He is a member of the Economic Club of New York, a Board Member of the Young Patron's Society of Lincoln Center, and a Registered Securities Principal (Series 24, 7, 63, 79).
Jason holds a B.A. from Columbia University where he studied Economics and East Asian history. He is an expert in technology lifehacking, a lover of extreme sports, and an avid world traveler with more than 40 countries under his belt and counting.