Jason Schore
Investment Strategist II at Comerica Bank | Grosse Pointe, Michigan, United States
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Jason Schore is a seasoned Investment Specialist II at Comerica Bank, bringing over 20 years of comprehensive experience in the financial services industry. His career trajectory, which began as a trading clerk, has evolved into a multifaceted role as a portfolio manager and senior analyst. This extensive background equips him with a robust understanding of investment management, trading, and the intricacies of financial markets.
In his current role, Jason provides direct investment management for Comerica-managed accounts while also overseeing portfolios managed by third-party trust partners. He specializes in managing medium and large-sized Estate and Trust portfolios, focusing on individual stock and bond issues. His expertise in tactical asset allocation and alternative investment strategies allows him to tailor investment solutions that align with clients' unique financial goals. Jason is adept at conducting thorough due diligence and valuation assessments, ensuring that each investment decision is grounded in meticulous analysis.
Key projects that Jason has spearheaded include the implementation of innovative investment strategies that enhance portfolio performance while mitigating risk. His commitment to continuous learning drives him to stay abreast of industry trends and emerging investment opportunities, further solidifying his role as a trusted advisor. With skills in solution implementation and executive consultation, Jason effectively collaborates with clients and stakeholders, delivering insights that facilitate informed decision-making. His passion for investment management and dedication to client success make him a valuable asset to Comerica Bank and its clientele.
Investment Strategist II at Comerica Bank in January 2019 to Present
Mutual Funds Analyst/Operations Manager at Alerus in October 2015 to April 2018
Consultant at Spector Medical Supply Group, LLC in April 2014 to October 2015
Senior Investment Analyst at First Savings Bank of Perkasie in December 2007 to December 2013
Investment & Trust Analyst, Officer at City National Bank in September 2005 to March 2007
Investment Consultant at TD Waterhouse in September 2004 to April 2005
Licensed Financial Specialist at National City Bank in December 2003 to September 2004
Equities and Derivatives Trader at Stafford (JAG) Trading in October 2000 to March 2002
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Michigan State University, BS, October 1995 to October 1999
Michigan State University, Bachelor of Arts, October 1995 to October 1999
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SMA
Investment Compliance
Retirement Planning
Family Wealth Management
High-Net-Worth Individuals (HNWI)
IPS
Unified Managed Accounts
Separately Managed Accounts
Black Diamond
Qualified Retirement Plans
Client Presentation
Microsoft Office
Financial Analysis
Microsoft Excel
Portfolio Performance Analysis
Data Integration
Solution Implementation
Compliance Oversight
Executive Consultation
Metric Development
Alternative Investment Strategies
Reg 9 Reviews
Operations Process Improvement
Envestnet
Communication
CTFA
Tactical Asset Allocation
Data Modeling
Wealth Management Services
Presentation Skills
Problem Solving
Middle Office Operations
Trust Operations
Due Diligence
Securities
Fixed Income
Bloomberg
Insurance
Pricing
Asset Management
Asset Allocation
Trading
Research
Client Services
Portfolio Management
Equities
Investments
Mutual Funds
Alternative Investments
Investment Strategies
Financial Services
Investment Management
Valuation
Derivatives
Financial Planning
Financial Modeling
Options
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Discover more about Comerica BankWhat is Jason Schore email address?
Email Jason Schore at [email protected], [email protected] and [email protected]. This email is the most updated Jason Schore's email found in 2026.
What is Jason Schore phone number?
Jason Schore phone number is 2482290888.
How to contact Jason Schore?
To contact Jason Schore send an email to [email protected], [email protected] or [email protected]. If you want to call Jason Schore try calling on 2482290888. (updated on September 01, 2024)
What company does Jason Schore work for?
Jason Schore works for Comerica Bank
What is Jason Schore's role at Comerica Bank?
Jason Schore is Investment Strategist II
What industry does Jason Schore work in?
Jason Schore works in the Investment Management industry.
Jason Schore Email Addresses
Jason Schore Phone Numbers
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