Jason Staley, CFA, CAIA® in

Jason Staley, CFA, CAIA®

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Board Member at American Cancer Society - Pennsylvania
📍 Pittsburgh, Pennsylvania, United States

Jason Staley is the Chief Investment Officer at Schneider Downs, where he leads the wealth management investment committee. He specializes in asset allocation and portfolio construction for high-net-worth families and institutions, drawing on expertise from his CFA and CAIA charters and a Bachelors in Intelligence Studies from Mercyhurst University.

Outside of work, Jason is dedicated to his family, including his wife and two daughters. He is a board member for the American Cancer Society in Pennsylvania, a cause deeply personal to him. His hobbies include reading history and political biographies, watching football, and taking spinning classes.

Interesting fact: Jason often uses creative themes, such as the 1980s TV show "Miami Vice, " to explain complex market dynamics in his commentaries.

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Experience
20 Years
Current Role
Board Member
Job Level
Leadership
Location
Pittsburgh, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jason cares about

Investment Strategy
As CIO, he is responsible for the firm's overall investment platform, frequently discussing asset allocation, interest rates, and market dynamics in public commentary.
AI & Data Centers
He has recently explored the investment, legal, and compliance opportunities surrounding AI and data centers, viewing the sector holistically.
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Career

Work history

2-2022
Board Member
American Cancer Society - Pennsylvania
8-2016
Shareholder; Chief Investment Officer
Schneider Downs
3-2016 - 8-2016
Institutional Consulting Associate
Graystone Consulting
8-2011 - 3-2016
Assistant Vice President / Associate Portfolio Manager
Credit Suisse - Family Wealth Management
9-2008 - 8-2011
Relationship Associate
Credit Suisse - Family Wealth Management
In the press

Media appearances

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Education
2001 - 2005
Bachelor of Arts (B.A.)
Mercyhurst University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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