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Jason O'connell Cfa Cfp Caia
Jason O'connell Cfa Cfp Caia
Managing Director | Boston Trust Walden Company
Boston, Massachusetts, United States
Jason O'connell Cfa Cfp Caia
Summary
Jason O'Connell is a seasoned finance professional with a wealth of experience in asset management and investment strategies. Currently serving as the Managing Director at Boston Trust Walden Company, he has developed a strong expertise in areas such as asset allocation, equities, and portfolio management. His academic background includes teaching finance as an adjunct professor at Suffolk University, showcasing his commitment to education and mentorship. Jason's career spans across reputable financial institutions, including John Hancock and Jefferies, where he honed his analytical skills and strategic thinking. He is also known for his unique side venture as an amateur boxer and fundraiser for Haymakers for Hope, reflecting his diverse interests and dedication to community engagement. With a strong foundation in finance and a passion for leadership, Jason is poised to make significant contributions in the financial sector.
Jason O'connell Cfa Cfp Caia
Work Experience
Managing Director at
Boston Trust Walden Company
November 2014 - Present
Fundraiser/Amateur Boxer at
Haymakers for Hope
January 2016 - May 2016
Adjunct Professor of Finance at
Suffolk University
May 2014 - May 2016
Portfolio Manager/Director of Research at
Silicon Valley Bank
July 2008 - November 2014
Senior Equity Research Associate at
Jefferies Group Inc
January 2007 - January 2008
Investment Analyst at
John Hancock
January 2005 - January 2007
Jason O'connell Cfa Cfp Caia
Education
January 1996 - January 2000
Bishop hendricken high school
Frequently Asked Questions about Jason O'connell Cfa Cfp Caia
What is Jason O'connell Cfa Cfp Caia email address?
Jason O'connell Cfa Cfp Caia's primary email address is *********@bostontrustwalden.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jason O'connell Cfa Cfp Caia work for?
Jason O'connell Cfa Cfp Caia is a Managing Director at Boston Trust Walden Company.
Where Jason O'connell Cfa Cfp Caia graduated from?
Jason O'connell Cfa Cfp Caia holds a degree in from Boston College.
How can I directly contact Jason O'connell Cfa Cfp Caia?
To contact Jason O'connell Cfa Cfp Caia directly, you can use the email address *********@bostontrustwalden.com. Complete contact information is available upon registration with Muraena.
Who is Jason O'connell Cfa Cfp Caia?
Jason O'Connell is a seasoned finance professional with a wealth of experience in asset management and investment strategies. Currently serving as the Managing Director at Boston Trust Walden Company, he has developed a strong expertise in areas such as asset allocation, equities, and portfolio management. His academic background includes teaching finance as an adjunct professor at Suffolk University, showcasing his commitment to education and mentorship. Jason's career spans across reputable financial institutions, including John Hancock and Jefferies, where he honed his analytical skills and strategic thinking. He is also known for his unique side venture as an amateur boxer and fundraiser for Haymakers for Hope, reflecting his diverse interests and dedication to community engagement. With a strong foundation in finance and a passion for leadership, Jason is poised to make significant contributions in the financial sector.
Jason`s contact details
*********@bostontrustwalden.com
Colleagues
Managing Director
Co-Chief Executive Officer
Managing Director
Chief Financial Officer