Jason Gerlach
Jason Gerlach is the CEO and Managing Partner of Sunrise Capital partners, a pioneering asset management firm that now operates as a multi-family office. In his role, Gerlach determines and drives Sunrise’s overall business strategy and oversees the firm’s day-to-day business operations and activities. Prior to joining Sunrise, he was 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. Jason Gerlach has also appeared on CNBC and 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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Co-Founder, Board of Director
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Managing Partner, Chief Executive Officer
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
Jason Gerlach Licenses & Certifications
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
Volunteer Experience
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