Jason Gerlach
Jason Gerlach is the CEO and Managing Partner of Sunrise Capital Partners, a pioneering asset management firm and the largest holding of JSG Capital. In his roles, Gerlach determines and drives Sunrise’s overall business strategy and oversees the firm’s day-to-day business operations and activities. Previously, he co-founded California Alternative Investments Association (CalALTs), a non profit organization where he served as a Board Member until 2020. He was also an investor, a private businessperson and an attorney with Hale and Dorr LLP (now WilmerHale) in Boston and later Howard Rice Nemerovski Canady Falk & Rabkin (now Arnold & Porter LLP) in San Francisco. Gerlach has also appeared in a variety of other media outlets and for years presented at investment industry conferences on various topics related to investing.
Jason Gerlach Professional Experience / Academic History
Professional Experience
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Managing Partner, Chief Executive Officer
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Co-Founder, Board of Director
Academic History
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Certified Financial Planner, Financial Planning and Services
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Certificate, Leadership in Financial Organizations
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Certificate, AIMSE Wharton Investment Institute
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J.D. and M.A., Law and Public Affairs, Policy Analysis
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Bachelor of Arts, Government
Sunrise Capital Partners is a multi-family office, hedge fund, and asset management firm.
In addition to running its own proprietary, quantitative investment models, Sunrise currently makes a variety of investments across the traditional and alternative investment spectrums.
LICENSES & DESIGNATIONS
Series 65 Registrant, FINRA
Series 3 Registrant, National Futures Association
California Real Estate Broker, California Department of Real Estate
Member, The State Bar of California
Member, Massachusetts Board of Bar Overseers of the Supreme Judicial Court
COMMUNITY INVOLVEMENT
Organizing Committee Member, U.S. Alternative Investment Association (USALTs)
Chair of Fundraising Board, Rufus King High School
Board of Visitors Member, La Follette School of Public Affairs at UW-Madison
Member of The Bencher's Society, University of Wisconsin Law School
Co-Founder, Former President, The California Alternative Investments Association
Troop Leader, Girl Scouts of the USA
Youth Football Coach, Friday Night Lights Youth Football League
Youth Baseball Coach, Encinitas National Little League
MEDIA