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Jason T. O’Connell, CFA, CAIA, CFP®

Portfolio Manager

Jason manages balanced and equity portfolios for institutional and private wealth clients. He is a member of the Audit & Risk, Investment and Portfolio Strategy Committees, provides primary research and analysis in the materials and consumer discretionary sectors, and contributes to portfolio management of the Balanced and Large Cap Core strategies.

Jason began his career in 2000 and joined the firm in 2014. Previously, he worked at Boston Private as a Portfolio Manager and Director of Equity Research. Before joining Boston Private, 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 also holds the CERTIFIED FINANCIAL PLANNERTM certification.