About
Jason Engelhardt is a founder and operating leader with experience spanning financial services, technology, and entrepreneurship. Jason currently leads Silicon-Beach.ai, organizing events and pitch sessions that connect innovators, entrepreneurs, and investors. Across roles, Jason has focused on building teams, improving operational clarity, and helping organizations execute against growth goals.
Current Roles
- Partner, Tanager Holdings, LLC (March 2026 – Present)
- Founder, Silicon-Beach.ai (Mar 2023 – Present)
- Founding Partner / COO, xZactly.ai (Mar 2024 – Present)
- Management Team, Actual HealthCare Solutions (Oct 2024 – Present)
- Advisor, AdBlend (Feb 2024 – Present)
Background
- Chief Operating Officer / President, Kingfield Corporation (2021–2023)
- CFO, Wealth Management, TIAA (2016–2020)
- Asset Services – Alternative Investments, BNY Mellon (2010–2016)
- President, Rockstarz, Inc. (2005–2010)
- Corporate Investment Bank, JPMorgan Chase & Co. (2000–2009)
- Custody Corporate Trust – Strategic Initiatives, Bank of New York Mellon (1997–2000)
- Finance and Marketing, American Express (1994–1997)
- International Director of Finance, Active International (1993–1996)
- Entertainment Business Management, PricewaterhouseCoopers (1989–1993)
Focus Areas
- Business strategy and operations
- Community building and events
- Business development and partnerships
- Finance, reporting, and performance analytics
- Program and project management