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.
B.A. – Intelligence Studies, Ridge College of Intelligence Studies and Applied Sciences at Mercyhurst University
Member – CFA Society of Pittsburgh
Member – CAIA Association
Member – CAIA Society of Philadelphia
Vice Chairman – The Portiuncula Foundation
Board Member – American Cancer Society Pennsylvania Chapter
Voice of Hope – American Cancer Society, Pennsylvania Chapter
Do you have a hobby/personal passion?
Reading history books and biographies (historical and contemporary), Mercyhurst College (my alma mater), curing Breast Cancer, and the game of football.
What was the best advice you’ve ever received?
Effort is the one thing you always have control over: outwork everyone.
Who is your role model?
My late mother who passed away on Valentine’s Day in 2004 after a 9.5 year battle with breast cancer and my dad, who taught me to love unconditionally, cherish your family, never give up, and fight until your last breath for those that you care about.
What was your childhood dream?
To play for the Cleveland Browns like my hero, Bernie Kosar (who was 6-3-1 lifetime as starter for the Browns against the Steelers).
If you could go back in time, what advice would you give your college self?
Take the opportunity to go study abroad in St. Petersburg, Russia – football will be waiting for you when you come back.
People would be surprised to know that I…
am a twin and that my twin brother, Brandon, is the head football coach for the Los Angeles Chargers.
What is the best or most interesting thing about your career?
It happened almost by accident; a beer league softball game led to an interview at Lehman Brothers and a change of careers from intelligence/risk analysis to investments.
What was your first job?
Grocery store bagger at the Giant Eagle in Madison, Ohio.
Do you have a “motto”? (spoken or unspoken):
Loyalty above all else.
When you have an hour of free time, what do you like to do?
Spend time with my wife (Britt) and my two daughters, Caroline and Claire Bear. When they have had enough of their dad being around, I like to get out and go for a run.
Do you have advice for young professionals?
Reputations take years to build and a few seconds to ruin. Always live up to your word, dedicate yourself to being a lifelong learner, and above all else be a great teammate.
Big Problem: Accurately Gauging Employee Credit Card Usage.
Big Thinking: Revised Policies To Safeguard Client Funds.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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