Jason Gaunt became a Partner with Sanchez Gaunt Capital Management in 2024, having joined the Sanchez Wealth Management, LLC family as Chief Operating Officer in January 2020. A northern California native, Jason earned his Bachelor of Arts in Economics from California State University, Chico before moving east to begin his 20-year career in Boston, Massachusetts.
During his time in Boston, Jason built deep experience in portfolio trading, holding key roles at prominent firms including MFS Investment Management, Jefferies, American Express, and Susquehanna. Most recently, he served as Head of Trading and Portfolio Implementation at PanAgora Asset Management, where he oversaw trading and portfolio implementation across equity, multi-asset, and alternative investment strategies.
Jason holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting his commitment to the highest standards of financial planning. He further distinguishes himself with the Chartered Market Technician (CMT) and Financial Risk Manager (FRM) certifications — a combination that speaks to his breadth of expertise across technical analysis, risk management, and client-focused financial planning.
Jason, his wife, and their two sons are proud to call Reno home. He and his wife are avid runners and hikers, taking full advantage of the trails and outdoor adventures northern California and Nevada have to offer. His oldest son is attending Cal Poly, SLO and his younger son is headed to Rensselaer Polytech (RPI) in the fall of 2026.
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.”