Jason has over 12 years of experience in the financial services industry advising ultra-high net worth families and institutions. In his role as Partner of Research and Due Diligence, Jason, a member of the Schneider Downs Wealth Management Investment Committee, 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 high-net-worth individuals and families, endowments, and foundations at Schneider Downs Wealth Management Advisors, his commitment to the clients’ best interests, needs and goals is truly what sets him apart. For this reason, he has additional responsibilities advising 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.
- Member—CFA Society of Pittsburgh
- Member—CAIA Association®
- Member—CAIA Society of Philadelphia
- Member—President’s Board of Associates at Mercyhust University
- Board Member—The Portiuncula Foundation
- Voice of Hope, American Cancer Society—Pennsylvania Chapter
B.A.—Intelligence Studies, Ridge College of Intelligence Studies and Applied Sciences at Mercyhurst University
Professional Designations and Licenses
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst