Our Sponsor & Director
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SponsorJulie Jason, JD, LLM
"Recognizing that successful 401(k) participation leads to secure retirements, my mission is to shine a light on 401(k) participants who mastered their 401(k)s." —Julie Jason, sponsor of the 401(k) Champion® Award and founder of Jackson, Grant Investment Advisers, Inc.
Ms. Jason is investment counsel to high-net-worth families.
She and her firm, Jackson, Grant Investment Advisers, Inc., created the 401(k) Champion® Award to promote financial literacy education for 401(k) participants of all financial means.
A longtime proponent of transparency and investor capability, she is the voice of sensible and actionable financial decision-making. Her work has been recognized for excellence in financial literacy education (EIFLE), clarity in writing (Clarion), and accuracy in reporting (IRS).
"Hear" Ms. Jason's views by reading her columns, books, and Forbes.com posts or by attending a virtual presentation.
www.juliejason.com
“My Finance professor explained the power of compounding, so I jumped at the chance to invest in my first company’s 401(k) plan, right out of college. When I found out the company offered a match – free money! – I maxed my contribution every year.”
DirectorVytas Kisielius
Prior to joining the 401(k) Champion team, Vytas served for nine years as CEO of ReferWell, a digital health provider. He was CEO and co-founder of CMC before that, preceded by several other early-stage venture- and PE-backed companies in the U.S., England and Sweden. Vytas started his career with IBM in various sales and product development management roles, before embarking on his entrepreneurial path. Vytas holds an AB with high honors in Economics from Princeton University and an MBA from the Harvard Business School, and is proud to have started investing in his 401(k) plan in his first job right out of college.
Jackson, Grant Investment Advisers, Inc.
An independently owned fiduciary boutique that serves high-net-worth families ($5 million minimum) as investment counsel. The firm is SEC registered, with offices in Stamford, CT.
www.jacksongrant.us
Tel: 203-322-1198
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