Jason T. O’Connell, CFA, CFP®, CAIA

Jason T. O’Connell, CFA, CFP®, CAIA2018-03-11T09:04:27+00:00

Jason T. O’Connell, CFA, CFP®, CAIA

Portfolio Manager

Jason manages balanced and equity portfolios for institutional and individual clients. He is a member of the Securities Research and Investment Policy Committees, provides research and analysis in various sectors, and contributes to portfolio management of the Large Cap strategy.

Prior to joining the firm in 2014, Jason worked at Boston Private as a Portfolio Manager and Director of Equity Research. Previously he held Investment Analyst roles at Jefferies & Company and John Hancock. He also served as an Adjunct Professor of Finance for graduate programs at Suffolk University’s Sawyer School of Business in 2014 and 2015.

Jason earned a BS from Boston College. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. He holds the Chartered Alternative Investment Analyst® designation and is a member of the CAIA Association. He is also a CERTIFIED FINANCIAL PLANNERTM.