Join us for a conversation on financial literacy with the experts. We’ll be talking to Jason Ray, the founder & CEO of Zenith Solutions, Chelsea Ransom-Cooper, head of Wealth Management and Financial Planning at Zenith Wealth Partners, and Ayo Idowu, a Financial Advisor at Legacy Private Wealth Group.
Scroll down to read their bios.
Jason Ray is the founder & CEO of Zenith Solutions and Lead Investment Advisor of Zenith Wealth Partners. Early in his career, Jason gained extensive experience evaluating and creating solutions for financial advisors at Lincoln Financial and FS Investments.
Most recently, prior to founding Zenith, Jason helped renovate a longstanding independent wealth advisory firm, Carnegie Wealth Management, by building new technology, private placement structures, and research capabilities. He delivered investment advice and financial plans to families with a net worth upwards of $10M.
In these past roles, Jason became an effective investment professional, financial analyst, and wealth advisor. He also realized that effective wealth management techniques should not be unique to high net worth individuals.
Jason founded Zenith Solutions to deliver accessible, high quality financial education, advice, and technology to individuals and families. His work is inspired by racial and age wealth inequality that exists in society. Jason works to lead more people to financial freedom
Jason grew up in Michigan and holds a Bachelor of Science degree in Politics from Princeton University. At Princeton, Jason was an all-conference football player and league champion. He is a candidate for Level III of the Chartered Financial Analyst (CFA) designation. Jason serves on the boards of CB Community School and Cannon Dial Elm Foundation. He currently lives in Philadelphia with his wife Rukiya and dog Coco. If you’re downtown you may find Jason running, biking, or reading in the park.
Chelsea Ransom-Cooper is the head of Wealth Management and Financial Planning at Zenith Wealth Partners.
Prior to becoming a Managing Partner at Zenith Wealth Partners, Chelsea spent several years as a financial planner serving families with investment portfolios upwards of $2 million dollars. While collaborating with her clients’ accountant and attorney, Chelsea developed customized financial plans that aligned each client’s generational wealth goals with their current needs and values.
While working in an industry traditionally gate kept for wealthy retirees, Chelsea realized that she could help more diverse clientele make life-changing financial decisions before they reached retirement. At Zenith Wealth Partners, Chelsea guides clients through their financial life by discussing the “why” behind each of their financial goals. Chelsea recognizes financial planning is a marathon, not a sprint, and through on-going relationships with her clients, she strategically develops financial plans that fit their present and future lifestyles.
Chelsea graduated from Syracuse University with a Bachelor of Science degree in Finance. She obtained her Financial Planning Certificate from New York University (NYU). In addition, Chelsea was recognized as the Association of African American Financial Advisors (Quad A) 50 Under 50 financial professionals. She also sits on the Young Whitman Advisory Council for the Whitman School of Management at Syracuse University.
Throughout tax season, you can find Chelsea volunteering in NYC with the Volunteer Income Tax Assistance (VITA) Program preparing taxes for low-income families, immigrants, non-English speakers, seniors, and self-employed individuals.
Chelsea currently lives in Brooklyn, and if you’re in the neighborhood on a nice day, you might see her on her roof working.
Ayo Idowu is a Financial Advisor at Legacy Private Wealth Group. My goal is to educate and share knowledge as I strive to guide you to financial success and stability. I potentially achieve this by engaging in a thorough and detailed process and work with you to create a malleable and monitored strategy that helps you reach your goals. I believe that working with clients in a more interactive process has not only prepared them, but it has also increased their knowledge of the financial industry.
I attended the University of St Thomas, where I was a Finance Student and All- American Football Player. After school I was blessed enough to partake in a 3 year professional football career, and see parts of the United States outside of my native Mid-West. My financial career started in 2010 with UBS Wealth MGMT in Bloomington, then Wells Fargo Advisors in 2015, and now Legacy Private Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC
Outside of the office I enjoy using my time connecting with the youth. You may find me volunteering and training youth football players in my native neighborhood of St Paul. Comparable to my financial career, I help these children achieve their Goals. Whether those goals are inside the classroom or on the football field. I also have been approached by various programs and organizations to perform public speaking engagements and financial literacy courses. You may also find me on WCCO Radio, Saturday mornings, partaking in the University of St. Thomas football Broadcast.