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Jason Greco

Jason Greco

New York, NY

Jason is actively engaged in Berkshire’s Wealth Management advisory practice and contributes to the firm’s private markets and investment management advisory practices.

Prior Experience:
Jason joined Berkshire in 2023 and has over 16 years of investment banking experience serving asset & wealth managers and related companies globally. He has extensive M&A, capital markets, strategic advisory and valuation experience across the wealth management, private markets and investment management sectors. Jason assists with transaction execution and serves as a trusted advisor to clients, helping them in developing and evaluating alternatives to meet their strategic objectives. Over the course of his career, Jason has been involved in over 45 completed M&A transactions with a cumulative deal value of over $15B and transacted AUM of over $1.5T.

Notable Transaction Experience*:
GTCR / R&T Deposit Solutions (2023)
First-Citizens Bank & Trust Company / Silicon Valley Bridge Bank including SVB Private and SVB Wealth (FDIC) (2023)
Virtus Investment Partners / AlphaSimplex Group (2022)
Kudu Investment Management / Gramercy Funds Management (2022)
Kudu Investment Management / Radcliffe Capital Management (2022)
Cartesian Growth Corp (AlTi Global) / Tiedemann Group and Alvarium Investments (2021)
ARK Invest / Resolute Investment Managers (repurchase of ARK Invest interest) (2021)
Touchstone Investments / AIG’s Retail Mutual Funds Business (2021)
Virtus Investment Partners / Westchester Capital Management (2021)
Brookfield Asset Management / Oaktree Capital Group (2019)
Hellman & Friedman / Financial Engines (2018)
BlackRock / Tennenbaum Capital Partners (2018)
HNA Capital Group / Old Mutual Asset Management (2017)
Amundi Group / Kleinwort Benson Investors (2016)
Lee Equity Partners / WealthTrust (2015)

*Transactions at prior firm

Prior Work Experience:
Piper Sandler & Co., Director
Jefferies & Co., Associate
Putnam Lovell NBF Securities, Analyst

Education & Affiliations:
The Wharton School at the University of Pennsylvania, BS in Economics