Jason R. Staley

Jason has over 12 years of experience in the financial services industry 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 high-net-worth individuals and families, endowments, and foundations at Schneider Downs Wealth Management Advisors, his commitment to the clients’ best interests, needs and goals is truly what sets him apart. For this reason, he has additional responsibilities advising 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.