American Endowment Foundation
Jason Smoot currently serves as the Associate Director of Advisor Partnerships at the American Endowment Foundation since September 2021. Prior experience includes positions as Senior Associate I in Business Development at the same organization, Owner of Real Estate Prep Services, and Vice President of Senior Client Advisor at Huntington National Bank. Jason Smoot's earlier roles encompass financial advisory and client advisory positions at Oswald Financial, PNC Institutional Investment Group, Fifth Third Bank, National City Bank, and Prudential Financial. Initial career experience includes trading assistant roles at Zweig-Dimenna Associates and Merrill Lynch. Jason Smoot earned a Bachelor of Science degree in Politics and History from Albright College in 1992.
American Endowment Foundation
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American Endowment Foundation (AEF) is the nation’s leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, to allow the donor's trusted financial advisor to manage, on their custodial platform, the assets gifted by their clients to AEF. AEF facilitates philanthropic impact through this model. > Experience: Founded in 1993, AEF has approximately $5 billion in charitable assets under management and over 10,000 donor advised funds. > Independence: Advisors custody & manage investments on their custodial platform > Flexibility: AEF accepts, can hold or invest in alternative assets > Attention: Personalized, knowledgeable, responsive, service