Jason Vaitukaitis in

Jason Vaitukaitis

Examiner · DISC type cs
SVP, Senior Investment Strategist at Wells Fargo
📍 New York, New York, United States

Jason is an Executive Director and Senior Investment Strategist at Wells Fargo Private Bank. He is an experienced investment professional, specializing in managing multi-asset class portfolios for high-net-worth individuals, families, endowments, and foundations. He holds a Bachelor of Arts from Saint Anselm College.

Jason has demonstrated a commitment to community involvement through his support of various non-profit organizations. His philanthropic activities include contributions to Kids In Crisis, the YWCA of Northern New Jersey, and the Wakeman Boys & Girls Club, focusing on youth and community welfare.

He consistently gives public recognition and kudos to his colleagues, highlighting their contributions and emphasizing a collaborative team environment.

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Experience
21 Years
Current Role
SVP, Senior Investment Strategist
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Jason shows up

Unexpressive
Tough To Convince
Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are thorough and always follow a systematic approach.

Priorities

Topics Jason cares about

Investment Strategy
Serves as a Senior Investment Strategist at Wells Fargo, structuring customized investment portfolios to deliver optimal risk-adjusted returns for high-net-worth clients.
Wealth Management
Has an extensive career in wealth management and private banking, with senior roles at Wells Fargo, BNY Mellon, JPMorgan, and Citigroup.
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Career

Work history

10-2017
SVP, Senior Investment Strategist
Wells Fargo
10-2006 - 10-2017
Vice President & Sr. Portfolio Manager
BNY Mellon Wealth Management
10-2017
Senior Portfolio Manager
BNY Mellon Wealth Management
10-2004 - 10-2006
Vice President & Portfolio Manager
Citigroup Asset Management
Vice President
JPMorgan Private Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1994 - 1998
Bachelor of Arts
Saint Anselm College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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