Jason has worked in the financial services industry since 2007 advising ultra-high net worth families and institutions. As Partner and Chief Investment Officer of the Personal Financial Services group, Jason leads the Schneider Downs Wealth Management Investment Committee and is entrusted with sources of 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.
Chartered Financial Analyst ®
Chartered Alternative Investment Analyst
B.A in Intelligence Studies, Ridge College of Intelligence Studies & Applied Sciences at Mercyhurst University
Member, CFA Society of Pittsburgh
Member, CAIA Association
Member, CAIA Society of Philadelphia
Vice Chairman, The Portiuncula Foundation
Board Member, American Cancer Society Pennsylvania Chapter
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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