Jason Greenfield is Managing Partner at Crescent Harbor Private Wealth.
Jason began his career in 2019 as a Financial Advisor at Merrill Lynch in Denver, CO. He started as a sole proprietor and pivoted during the pandemic to assist a number of established Merrill teams in the Denver area grow their business and service clients. In April 2021, Jason returned to his home state of New York to continue to grow his circle of clients with Merrill.
Prior to Merrill, Jason spent ten years in hospitality where he cultivated a passion for service and deep belief in the importance of creating an enjoyable experience for clients.
Jason embodies the principles taught to him over the years by his uncle and mentor, David Komansky, former CEO of Merrill Lynch. Mr. Komansky was instrumental in building Merrill Lynch’s principled and client-driven culture — better known at Mother Merrill — and his teachings continue to inspire Jason and the team at Crescent Harbor.
Jason is a graduate of the University of Miami. He resides in Manhattan with his girlfriend, Casey, and German Shepard named Thatcher. When he is not working, Jason enjoys spending time his family, traveling upstate to hike and is a lifelong Yankees fan.