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 and Community Involvement

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

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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.

Our Thoughts On

FEATURED

Big Problem: Inefficiency In Data Extraction And File Conversion.


Big Thinking: Use Proprietary Software To Do What Once Took Days In Just Hours.

Shareholder TED PETTKO has extensive experience with public and privately owned companies from a diverse group of industries, and he’s been with Schneider Downs since 1997.
Ted's team implemented a solution for a client who had an ongoing need to extract data from one platform and enter it into another. The manual process they had in place was not only cumbersome and time consuming, but it also resulted in an unclean format. Using proprietary data analysis software, IDEA, the team helped the client extract an entire year of information into a clean format in a matter of hours. Previously, it had taken the client several days to perform the extraction. "Our efforts on behalf of our client enhanced their timeliness and efficiency," Pettko said. "Using data analysis software in the audit profession gives us the ability to extract information in a fraction of the time, summarize the data and produce high-level analytics to support our audit opinion. Ultimately it's a win-win." Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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