NEW HAVEN, CT – November 19, 2025 – Wooster Square Advisors, a New Haven, Connecticut-based investment management firm serving affluent families, business owners and professionals by offering sophisticated financial planning, today announced that Jason Merker, JD, CFA, has joined the firm as Wealth Manager.

With more than 25 years of experience in investment management and real estate, complemented by a strong legal background, Merker brings a wealth of expertise to Wooster Square Advisors. As a CFA® Charterholder since 2013, he upholds the highest standards of financial acumen and professional ethics.

Before joining Wooster Square Advisors, Merker was a financial advisor with SoundRidge Private Wealth. He is the founder and former CEO of Biltmore Capital Group, an owner-operator of manufactured housing communities comprising 932 units across multiple markets. Throughout his career, Merker participated in more than $1 billion of commercial real estate debt and equity transactions through prior roles at Benefit Street Partners, Natixis Real Estate Capital and CRC Companies.

 “Jason has built a distinguished career marked by deep expertise and entrepreneurial spirit, qualities that will greatly benefit our clients,” said Brett Amendola, Founding Partner and Wealth Manager at Wooster Square Advisors. “We’re honored to welcome Jason to our team and excited to continue delivering the dynamic, tailored solutions our clients value.”

 Outside of his professional endeavors, Merker is an active member of UJA’s Real Estate Executive Council and has served for five years on UJA’s Crisis to Stability Committee, supporting initiatives that foster community resilience.

 “I’m thrilled to join Wooster Square Advisors,” said Merker. “This is a firm that truly understands the importance of delivering sophisticated, values-driven advice. I look forward to leveraging my experience to serve our clients and contribute to the firm’s continued success.”

 Merker graduated at the top of his class from Emory University’s Goizueta Business School in 2002, with a concentration in Finance and Entrepreneurial Management. He earned his Juris Doctor from New York University School of Law in 2011 and remains a licensed attorney in New York State.

 Since joining Cetera in 2023, Wooster Square Advisors has nearly doubled its assets under management, a testament to the firm’s dynamic growth strategy and commitment to advisor development.

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Wooster Square Advisors’ assets have nearly doubled since the firm joined Cetera in 2023; growth which the team aims to accelerate and attributes to Cetera’s industry-leading growth resources. Chief among these resources is GrowthLine, which provides powerful data-driven technology combined with full-service sales and marketing strategy, planning and execution to clearly articulate a financial professional’s business and value. The firm also successfully utilized Growth 360, a proven methodology for quickly assessing a financial professional’s business and identifying the best growth opportunities.

For media inquiries, contact Brett Amendola at brett@woostersquareadvisors.com

Wooster Square Advisors is the culmination of over 150 years of financial guidance and experience. Our namesake pays homage to the picturesque downtown neighborhood that lies just a stone’s throw from our downtown New Haven offices. The rich heritage of hard work, which built this community, lives on in the work that we do for our clients. We provide professional advice, sophisticated execution, and high-end service for clients who work hard and are focused on enjoying their successes. Our advisors have extensive experience in the financial sector and financial services industry. We’re not surprised by much, and we apply our time-tested strategies to highly personalized plans, helping you effectively navigate the market with poise and confidence. Connect with us at www.woostersquareadvisors.com.

Wooster Square Partners is a network of professionals on the cutting edge of advice and sophisticated planning. We support every partner in the details so you can focus on pursuing the fullness of a business and a life well lived. That’s the standard Wooster Square aims for with every partner in our professional network. Ready to build the financial practice you desire? Contact info@woostersquarepartners.com today.