Jason R. Staley, CFA®
Director of Research and Due Diligence
Jason has over 10 years of experience in the financial services industry. In his role as an Investment Relationship Manager, Jason works with high-net-worth individuals and families, endowments, and foundations. He assists his clients in creating investment strategies customized to meet their specific goals and objectives. He specializes in asset allocation and portfolio construction and is a member of the Schneider Downs Wealth Management Advisors Investment Committee. Prior to joining Schneider Downs, Jason was an Associate Portfolio Manager with a Chicago based Family Wealth Management Group, where he advised ultra-high-net-worth and high-net-worth families and institutions.
Jason is a CFA®
Charterholder, a member of the Chicago and Pittsburgh CFA®
Societies as well as a member of the CFA®
Institute. Jason holds a B.A. in Intelligence Studies from the Ridge College of Intelligence Studies and Applied Sciences at Mercyhurst University.