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Jason O'connell Cfa Cfp Caia

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Jason O'connell Cfa Cfp Caia

Managing Director | Boston Trust Walden Company

Boston, Massachusetts, United States

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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.

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Long-Term Tenure

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Leadership Development

Innovation

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Jason O'connell Cfa Cfp Caia

Work Experience

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Managing Director at

Boston Trust Walden Company

November 2014 - Present

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Fundraiser/Amateur Boxer at

Haymakers for Hope

January 2016 - May 2016

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Adjunct Professor of Finance at

Suffolk University

May 2014 - May 2016

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Portfolio Manager/Director of Research at

Silicon Valley Bank

July 2008 - November 2014

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Senior Equity Research Associate at

Jefferies Group Inc

January 2007 - January 2008

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Investment Analyst at

John Hancock

January 2005 - January 2007

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Jason O'connell Cfa Cfp Caia

Education

Boston College

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

mail

*********@bostontrustwalden.com

Colleagues

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Kimberly Gluck Cfa

Managing Director

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Kenneth Scott

Co-Chief Executive Officer

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Heidi Vanni

Managing Director

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Jennifer Ellis

Chief Financial Officer

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