Jason R. Staley CFA, CAIA®

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.

Education

B.A.—Intelligence Studies, Ridge College of Intelligence Studies and Applied Sciences at Mercyhurst University

Professional and Community Involvement

Member—CFA Society of Pittsburgh

Member—CAIA Association

Member—CAIA Society of Philadelphia

Member—President’s Board of Associates at Mercyhust University

Board Member—The Portiuncula Foundation

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 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 (Claire Bear)… and when they have had enough of their dad being around, 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. 

Jason R. Staley CFA, CAIA®

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big problem:
I’d be happy to discuss your company’s retirement plan. Email me directly here.
big thinking:
A not-for-profit client out of 401(k) compliance.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

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