Jason Staley
JS

Jason Staley

Linkedin Profile
Partner; Chief Investment Officer (PFS) at Schneider Downs | Pittsburgh, Pennsylvania, United States
View Jason Staley's Email & Phone Number

About Jason Staley

  • 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...
    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.
    See more
  • Jason Staley Work

    • 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
  • Jason Staley Skills

    • ManagementHedge FundsCapital Markets
      BloombergSalesPortfolio ManagementAsset ManagementValuationAsset AllocationAlternative InvestmentsFinancial ModelingFinanceFixed IncomeFinancial AnalysisInvestmentsTradingAsset ManagmentWealth ManagementEquities

      See more
  • About Jason Staley's Current Company

  • Frequently Asked Questions about Jason Staley

    • What is Jason Staley email address?
      Email Jason Staley at j***y@schneiderdowns.com. This email is the most updated Jason Staley email found in 2025.
    • 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 j***y@schneiderdowns.com. 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.

1.2M users from leading companies trust our data — the most accurate on the market.

Find anyone, anywherewith Refine AI today

Making remote or global hires? Connecting with key decision-makers? We can help.

Try now with Free Credits

Icon

40 emails / month

Icon

3 phone numbers / month

Icon

Work emails, personal emails, mobile numbers

Try for Free now

Icon

No credit card required

Image