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Jason T. O’Connell, CFA, CAIA, CFP®

Managing Director and Director of Wealth & Investment Management

Jason manages balanced and equity portfolios for institutional and private wealth clients and serves as Director of the Wealth & Investment Management business. He is a member of the ɫƵ Board of Directors and serves on the Audit & Risk Management, Investment, Portfolio Strategy, and Wealth Strategies Committees. Jason provides primary research and analysis in the consumer discretionary and health care sectors.

Jason began his career in 2000 and joined ɫƵ in 2014. He previously worked at Boston Private as a Portfolio Manager and Director of Equity Research. Before joining Boston Private, he was an Investment Analyst 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 PLANNER™ certification.