Jason Hart
Director of Operations
Jason is a Director of Operations at SteelPeak Wealth. He has over 15 years of experience working both directly with clients and in back-office support. Throughout his career he has managed multiple high-performing teams, driving process improvement, supporting advisor growth, and helping organizations scale through periods of significant expansion.
Jason holds a Bachelor of Science in Political Science from Missouri State University with a minor in Journalism.
When not working, Jason is usually taking his daughters to a volleyball tournament or taekwondo practice, but he does love exercising, watching the Kansas City Chiefs and the occasional glass of wine with his wife.
Career Highlights
- I was part of a small team that oversaw the creation of an independent broker-dealer and the subsequent transfer of over $1 billion in assets.
- I managed the build-out of an “Advisor Support Center.” This was an internal website staff could go to for instructions on any firm rule or procedure on every platform.
- I have helped multiple independent advisors successfully transition their clients to new firms.
- I have played a lead role in multiple RIA acquisitions that have transitioned over $4 billion in AUM.
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Why did you get into wealth management?
My initial background was in the non-profit world. When I decided to leave that space I was hired by an advisor who worked with ultra-high-net-worth clients. Part of his work included philanthropic planning, challenging clients to create a philanthropic mission statement. While my role has evolved the challenges of creating a client experience have not.
What do you enjoy most about the work you do for SteelPeak clients?
I love building relationships with our strategic partners that help us improve efficiency for our clients.
What do you love to do outside of work?
I love spending time with my family, exercising and watching the Kansas City Chiefs.
What is your favorite book or quote?
“I don’t know what happens in Heaven but I know you only get one shot here and you better make the most of it.” – Colin Cowherd
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Jason
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