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Jason Harris, CVA
Valuation Expert
Biography
Jason Harris is a certified business valuation expert with over 20 years of experience in small company equity research and portfolio management.
Jason began his career at CS First Boston then worked as a research analyst for several Bay Area funds, including Drakes Landing Associates and Fullerton Capital, where he researched and monitored thousands of diversified equities. He then became a portfolio manager for several years at Touchstone Investments and also Peninsula Capital.
In 2009 Jason founded Kendall Square Capital LLC, a San Francisco based hedge fund specializing in small-cap companies. He grew the assets to over $240 million in four years through successful returns and targeted fund raising. Kendall Square focused primarily on the fundamental cash flow analysis of smaller capitalization companies.
Outside of work Jason coaches high school basketball and lives in Piedmont CA. with his wife Anne and three children Luke, A.J., and Shayne.
Education & Accreditations
- MA, University of San Francisco – San Francisco, CA
- BA, Economics, Hamilton College – Clinton, NY
- Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts (NACVA)
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
DRE #01878920
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