This profile has not been claimed and data may not be accurate.
5th percentile
81st percentile
Founder of RGA Investment Advisors, a GIPS-verified fee-only RIA since 2008
Credibility
Portfolio Scale · 82th percentile
- Partner and Managing Partner at RGA Investment Advisors, a recognized fee-only Registered Investment Advisor and GIPS-Verified Asset Manager.
- Active fund manager running RGA Investment Advisors and Soundview Private Wealth LLC, a multifamily office, deploying capital on behalf of clients.
- Approximately 17 years of investing and wealth management experience, beginning in 2006 and founding RGA Investment Advisors in 2008, capped at 15 years.
Relationship Matrix
Founder score
- 92%Probability of being accurate (92%)Current founder and Managing Partner of RGA Investment Advisors, active since December 2008.
- 85%Probability of being accurate (85%)Named related person on SEC Form D filings for Shell Knob Commercial Group LLC ($50k) and Aila Energy Partners LP ($240k), totaling approximately $290k raised.
- 85%Probability of being accurate (85%)GitHub account @jasongilbert is dormant with no public repo push activity detected and zero public repositories.
- 55%Probability of being accurate (55%)GitHub account @jasongilbert identified as the subject's account by name match.
- 30%Probability of being accurate (30%)Stack Overflow reputation of 609 places the account in the 500–24,999 tier.
- 30%Probability of being accurate (30%)Stack Overflow account identified for Jason Gilbert with 609 reputation.
Investor score
- 92%Probability of being accurate (92%)Partner and Managing Partner at RGA Investment Advisors, a recognized fee-only Registered Investment Advisor and GIPS-Verified Asset Manager.
- 90%Probability of being accurate (90%)Approximately 17 years of investing and wealth management experience, beginning in 2006 and founding RGA Investment Advisors in 2008, capped at 15 years.
- 88%Probability of being accurate (88%)Active fund manager running RGA Investment Advisors and Soundview Private Wealth LLC, a multifamily office, deploying capital on behalf of clients.
What you likely need
You'd get the most out of Festival events that put you in the same room as founders navigating liquidity events and the early-stage investors who back them — these are your highest-leverage referral relationships. Roundtables and dinners focused on wealth management credibility, GIPS standards, and founder-facing financial content would help you sharpen your public voice and differentiate RGA in a crowded RIA market. Tactical workshops on building financial tools in public and getting on founder-focused finance podcasts would accelerate the digital presence you need to attract the next generation of founder clients.
Would you attend these IRL Festival events?
We will tune and customize your Founder Festival experience to make sure you get invited to the events that would be most valuable to you.
- positioningA roundtable dinner for Series B/C founders and independent RIAs to workshop the real mechanics of liquidity event planning — tax sequencing, secondary sales, and concentrated position management
- positioningA dinner for GIPS-Verified independent RIAs and the family offices and endowments that evaluate them, to swap notes on how institutional-grade compliance becomes a client acquisition signal
- positioningA roundtable with hosts of founder-focused finance podcasts like Acquired, Invest Like the Best, and How I Built This to identify guest placement opportunities for RIAs building a founder-client niche
- introsA curated dinner pairing HNW post-exit founders with seed and Series A investors in the room, designed explicitly for warm cross-introductions that generate referrals for advisors who broker the relationship
- tacticalA tactical workshop for finance professionals and fintech-adjacent founders to publish their first open-source financial models or portfolio tools on GitHub, with hands-on help from developer-founders who've done it
- positioningA dinner for wealth managers and RIAs actively publishing original LinkedIn content on founder liquidity, to compare content formats, posting cadences, and which topics drive inbound from founder audiences
- tacticalA workshop for boutique RIAs and private wealth advisors on structuring and publishing anonymized founder case studies that attract similar clients without triggering compliance headaches
- introsA happy hour connecting early-stage fund managers at firms like Precursor, Hustle Fund, and Pear VC with independent RIAs who serve their portfolio founders, to formalize a warm referral pipeline on both sides