" Our primary job as advisors is to design, implement, and execute long-term investment strategies for our clients. We need to be the calming presence during times of market volatility and the voice of restraint during times of market exuberance; always focused on helping our clients achieve their investment goals and objectives. "

Jason R. Staley, CFA, CAIA®

Jason has over 12 years of experience in the financial services industry advising ultra-high net worth families and institutions. In his role as Director of Research & Due Diligence, Jason is a member of the Schneider Downs Wealth Management Investment Committee, and is also entrusted with sourcing new investment strategy opportunities and the ongoing maintenance and monitoring of the SDWMA Investment Platform. While Jason’s vast investment knowledge certainly qualifies him to advise the high-net-worth individuals and families, endowments, and foundations at Schneider Downs Wealth Management Advisors, his commitment to the clients’ best interests and to their needs and goals are truly what sets him apart. For this reason, he has additional responsibilities advising the clients of the Schneider Downs Private Family Office. Specializing in asset allocation and portfolio construction, Jason assists clients in creating investment strategies customized to meet their specific goals and objectives.

Jason lives in Mt. Lebanon, PA with his wife, Britt, and his daughters, Caroline and Claire. He enjoys spending time with his family, reading political biographies and history books, watching football, and taking spinning classes.

Professional Licenses & Designations

Chartered Financial Analyst®

Chartered Alternative Investment Analyst

Education

B.A. in Intelligence Studies from the Ridge College of Intelligence Studies and Applied Sciences, Mercyhurst University

Memberships and Associations

Member, CFA Society of Pittsburgh

Member, CAIA Association

Member, CAIA Society of Philadelphia

Member, Presidents Board of Associates at Mercyhurst University

Board Member, The Portiuncula Foundation

Voice of Hope, American Cancer Society Pennsylvania Chapter

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876