Jason Ley

In his current role, Jason is responsible for developing, implementing, and maintaining investment portfolios in an understandable manner for high-net-worth individuals, families, private businesses, and foundations. He has expertise in a wide range of asset classes, including equities, fixed income, metals, soft commodities, and currencies, as well as options and derivatives of those asset classes.

Jason has over twenty-five years of investment experience that has included interaction with a variety of clients including institutional, retail, individuals, and foundations. Prior to joining Northern Trust, Jason invested personal funds for over a decade using a multi-asset derivatives strategy and a covered call portfolio. Jason also spent twelve years at AllianceBernstein as a Large Cap Portfolio Manager responsible for several large institutional clients and was the portfolio management team’s liaison to the private client group, helping high net worth clients to understand decisions made by the large cap growth team.

Jason is the vice chair of the St. George Foundation and is chair of the investment committee. The Foundation works to support healthcare access, delivery, and outcomes.

2024

Master for Business Administration in Finance, Carlson School of Management, University of Minnesota. Bachelor of Science in Finance, University of Arizona.