Jason Conley
Senior Director at A&M | Family Office Services & PCS
- Role
- Senior Director at a & m Family Office Services at Alvarez & Marsal
- Location
- Delray Beach, FL, US
- LinkedIn followers
- 500 followers
About Jason Conley
Highly accomplished Managing Partner with over 12 years of experience in real estate and finance. Proven track record of success in managing family office investments across real estate, venture capital, and private company placements.Key Skills Include:Investment Sourcing and Analysis: Adept at identifying and evaluating new investment opportunities, conducting thorough financial modeling and forecasting, and leading comprehensive feasibility studies.Strategic Investment Management: Experienced in guiding investment strategies, maximizing returns, and driving strategic growth through astute investment decisions.Relationship Building and Negotiation: Skilled at cultivating and maintaining strong relationships with brokers, vendors, and banking partners. Oversees all legal aspects of a transaction including contract and lease negotiations.Reporting and Communication: Proficient in developing clear and comprehensive investor reporting, and keeping stakeholders informed of investment performance.Team Management: Leverage data analysis to help identify areas for improvement and foster a collaborative work environment to bring out the best in team members
Experience
Senior Director at a & m Family Office Services
Nov 2025 — Present · West Palm Beach, FL, US
At Alvarez & Marsal, I help lead our Family Office Services practice within the Private Client Services group, where we partner with ultra-high-net-worth families, founders, family offices and multi-generational wealth structures to design and execute institutional-grade financial infrastructure.Our work spans fiduciary accounting, trust and estate administration, large-asset advisory, consolidated reporting, bill-pay, entity structuring, independent diligence and underwriting and high-touch CFO-style support. We operate at the intersection of accounting, tax, legal, operations, and governance—bringing together deep technical expertise with hands-on execution.We sit alongside our clients—as strategic partners and operators—to preserve legacies, improve visibility, and empower decision-making across families, businesses, trusts, and generations.
Education
Shanghai University of Finance and Economics
Chinese Language and Finance
2007 — 2007
University of Denver - Daniels College of Business
Master in Science of Finance, Finance
2009 — 2010
University of Denver
MBA, Real Estate Finance
2005 — 2009
Skills
- Financial Modeling
- Valuation
- Financial Analysis
- Due Diligence
- Mergers & Acquisitions
- Corporate Finance
- Investments
- Microsoft Excel
- Strategic Planning
- Microsoft Office
- Finance
- Private Equity
- Management
- Capital Budgeting
- Modeling
- Investment Banking
- Real Estate
- Business Valuation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.