Jason Winderbaum is the Chief Executive Officer, Australia at EquitiesFirst.
Jason is responsible for driving origination strategies and overseeing business operations across Australia and New Zealand. He also provides governance as the Responsible Manager for the Australian Financial Services Licence.
With more than 20 years of financial services experience, Jason specializes in professional advisory and financing solutions for entrepreneurs, institutions, family offices and wealth advisers.
Prior to joining EquitiesFirst, Jason was a Private Banker at Credit Suisse and has also held a number of management and operational roles with local and global financial services firms and Ultra High Net Worth Family offices. He is a qualified Chartered Accountant and Financial Adviser with a Master’s degree in applied finance focusing on investment and wealth management.
Jason is based at the Australia headquarters in Sydney.
