Jason R. Staley, CFA, CAIA®

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.

 

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

Professional and Community Involvement

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

Jason Staley Photo

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