Jason Staley
Partner; Chief Investment Officer (PFS) at Schneider Downs | Pittsburgh, Pennsylvania, United States
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Jason Staley serves as a Partner and Chief Investment Officer at Schneider Downs Wealth Management Advisors, LP, where he plays a pivotal role in shaping the firm’s investment strategy and guiding its clients toward achieving their financial goals. With a wealth of expertise in asset allocation, alternative investments, and financial modeling, Jason oversees a comprehensive investment strategy platform that encompasses traditional equities, fixed income, private equity, private real estate, and private infrastructure. His leadership extends to managing a dedicated team of three investment professionals, ensuring that each member is equipped to deliver tailored investment solutions that align with clients’ unique financial objectives.
Under Jason's stewardship, Schneider Downs has successfully navigated the complexities of the financial landscape, employing sophisticated trading strategies and leveraging advanced financial analysis tools, including Bloomberg, to optimize portfolio performance. His deep understanding of hedge funds and alternative investments allows him to identify unique opportunities that can enhance client portfolios, while his commitment to ongoing education and industry best practices ensures that the firm remains at the forefront of wealth management.
Jason's strategic vision is complemented by his hands-on approach to client engagement, where he emphasizes the importance of personalized service and transparent communication. By fostering strong relationships with clients, he not only builds trust but also empowers them to make informed decisions about their financial futures. As Schneider Downs continues to evolve its service offerings, Jason remains steadfast in his commitment to prioritizing client needs, ensuring that their investment journeys are both rewarding and aligned with their long-term aspirations. For more information about Jason and the services offered at Schneider Downs, visit www.sdwealthmanagement.com.
Partner; Chief Investment Officer (PFS) at Schneider Downs in August 2016 to Present
Board Member at American Cancer Society - Pennsylvania in February 2022 to Present
Institutional Consulting Associate at Graystone Consulting in March 2016 to August 2016
Assistant Vice President / Associate Portfolio Manager at Credit Suisse - Family Wealth Management in August 2011 to March 2016
Relationship Associate at Credit Suisse - Family Wealth Management in September 2008 to August 2011
Sales Assistant at Lehman Brothers, Inc - Private Investment Management in August 2007 to September 2008
Investigator at Bank of America in December 2005 to August 2007
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Management
Hedge Funds
Capital Markets
Bloomberg
Sales
Portfolio Management
Asset Management
Valuation
Asset Allocation
Alternative Investments
Financial Modeling
Finance
Fixed Income
Financial Analysis
Investments
Trading
Asset Managment
Wealth Management
Equities
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Discover more about Schneider DownsWhat is Jason Staley email address?
Email Jason Staley at [email protected]. This email is the most updated Jason Staley email found in 2026.
What is Jason Staley phone number?
Jason Staley phone number is +14126975280.
How to contact Jason Staley?
To contact Jason Staley send an email to [email protected]. If you want to call Jason Staley try calling on +14126975280. (updated on November 04, 2024)
What company does Jason Staley work for?
Jason Staley works for Schneider Downs
What is Jason Staley's role at Schneider Downs?
Jason Staley is Partner; Chief Investment Officer (PFS)
What industry does Jason Staley work in?
Jason Staley works in the Non-Profit Organizations industry.
Jason Staley Email Addresses
Jason Staley Phone Numbers
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