As Client Concierge at Echo45 Advisors, Jason Qiu serves as the first point of contact for clients, ensuring a seamless high-tech and high-touch experience. He plays a role in managing service workflows, including client meeting preparation, follow-ups, and tracking action items. Jason supports the firm’s Investment Management Committee by coordinating updates and assisting with portfolio reviews and investment reporting. His proactive approach strengthens client relationships through high-level administrative and operational support.

Jason's background in Economics and Finance from the University of California, Riverside, paired with his hands-on experience at the UC Investments Academy, provides him with a solid foundation in financial markets and investment strategies. Prior to joining Echo45, Jason honed his organizational and interpersonal skills in various roles, including as a Business Lead for UCR RoboSub, where he secured sponsorship funding, and as a Campus Housing Services Ambassador.

Currently residing in San Jose, Jason enjoys spending time with his cat, Cocoa, experimenting with new recipes, exploring cultures through food, and staying active through basketball, snowboarding, and running.