Jason Staley @Staley_SDWMA
Partner & Chief Investment Officer of Schneider Downs Wealth Management. CFA & CAIA. Ethos: loyalty above all else. ❤️ stocks, bonds, & alts (not in that order) Mount Lebanon, PA Joined December 2021-
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The title of our quarterly letter is: The New Normal Came in a Year Where There Was Nowhere to Hide. Please check out my conversation with my partner @dcbbrinks where we talk about the themes and highlights from the letter. #capitalmarkets #investing
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Given the volatility in capital markets, I had a timely conversation with my partner @dcbbrinks on what was moving markets. Please check it out below #WealthManagement #Volatility #Inflation
There was a lot to talk about as we wrapped up 1H22. #Inflation was a key theme throughout the conversation w/ my partner @dcbbrinks - Come for the capital markets convo and stay for how a visit to my mother broke my “writers block.” #AssetAllocation #MomKnowsBest #Perspective
Jason Staley retweeted
@Staley_SDWMA and I recently connected to review capital market activity in Q1. @sdwealthmgmt
Markets have gotten a bit sporty lately. Please see my latest market update below titled #RevengeOfTheVolatility. Come for The Godfather/Sollozzo reference stay for how we are positioning client portfolios amid the vol in capital markets.
I had the opportunity to sit down w/ Casey Frazier, CIO of @versuscapital to discuss #RealAssets & #RealEstate and what differentiates these asset classes from traditional #Stocks or #Bonds. Check out the @sdwealthmgmt YouTube channel link below to see our entire conversation
Over the weekend I was able to connect with my colleague and partner @dcbbrinks to discuss Ukraine/Russia and why volatility can cloud investors focus on their long term goals and objectives. Check out the @sdwealthmgmt YouTube channel (link below) to view our discussion.
Had a great time recapping our final quarterly commentary with my colleague Dave Brinkman. Check out our video or print recap below -see how we weave #NBAJam #Browns #Bengals into the conversation. @Schneider_Downs sdwealthmanagement.com/UserFiles/Imag… youtube.com/watch?v=QkY8aB…
Check out Orlando Bravo - The Art of Software Buyouts - [Invest Like the Best, EP. 257] This was one of the best podcasts I’ve listened to in 2021. Wonderful insights into PE/SaaS & opportunity set moving fwd @OrlandoBravoTB @patrick_oshag listen.stitcher.com/yvap/?c=sharel…
Goal: read 26 books in 2022.. getting an early start with #TheCultOfWe with a glass of @MichtersWhiskey Small Batch #VentureCapital #WeWork
Starting one of the books I got for Christmas!
My Claire 🐻 turns 3 in January.. I was studying for L2 of the #CAIA in the room we spent our 1st two nights together @ the 🏥. Earned the @CAIAAssociation Charter in April of that year (2019 - man time flies!). My family got me this amazing frame for Christmas this year!
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