Jason Schuck

Jason Schuck has a diverse work experience spanning over several companies and roles. Jason is currently employed as the Director of Finance at Apella Wealth since October 2022. Prior to this, they worked at St. Germain Investment Management for a significant duration, from May 2006 to October 2022, serving as the Treasurer and Vice President. Before that, they were an Investment Analyst at Babson Capital Management from May 2005 to May 2006. Jason also has experience working at The Hartford as a Senior Securities Administrator from July 1998 to March 2005, at Advest, Inc. as a Restricted Securities Specialist from October 1996 to January 1998, and at Bristol-Myers Squibb as a Financial Analyst from January 1996 to October 1996.

Jason Schuck has a Master of Business Administration (MBA) degree from Isenberg School of Management at UMass Amherst. Jason also holds a Bachelor of Science (BS) degree in Finance from Central Connecticut State University. In addition to their degrees, Jason has obtained the Certified Management Accountant (CMA) certification from the institution CMA®, in December 2017. Jason has also obtained the Series 27 - Financial Operations Principal certification from FINRA (Financial Industry Regulatory Authority), in May 2008.