Jason Joanis, CFA® serves as Director of Investments, Senior Portfolio Manager, Partner for SlateStone Wealth. As Director of Investments, Jason oversees the investment research and analysis activities for SlateStone. He is responsible for managing custom investment portfolios for a select number of high-net worth families and institutions. In addition, Jason oversees the day-to-day management of SlateStone’s Core Equity Strategy and stock selection and serves on the Custom Equity sub-committee, while playing an integral role on the broader Investment Policy Committee. Jason joined SlateStone Wealth in 2022.

Jason began his investment career in the late ‘90s as an advisor for Strong Capital Management in Menomonee Falls, Wisconsin. With an interest in equity research, Jason moved to Madison, Wisconsin and joined Holt-Smith Advisors where he served on their concentrated Large-Cap Growth Equity committee. Jason managed portfolios for high-net worth clients and institutions on a national level. He performed equity research and served as the firm’s lead fixed income analyst. The firm’s concentrated equity products quickly grew the assets under management from $200 million to nearly $2 billion.

In the mid 2000’s, Jason was looking for an opportunity to further develop his investment acumen, which led to partnerships with local investors to create an early-state venture capital fund and a traditional long/short hedge fund. Jason’s primary duties included negotiating term sheets, performing due diligence on pre-revenue companies, and investing capital in equity or debt, along with hiring prime brokers, auditors, and creating marketing materials for the hedge fund.

In 2010, Jason was recruited by M&I Bank to take over the management of a large book of clients for a retiring portfolio manager. In this role, Jason worked closely with a client service team and provided customized investment solutions for client portfolios. M&I Bank was acquired by BMO Harris Bank in 2012 and Jason continued with the firm as a Director, Senior Portfolio Manager. He served on the bank’s Alternatives Investment Committee and the Harriscreen Portfolio Investment Strategy Committee.

Jason’s broad investment experience allows him to navigate high-net worth and institutional clients in all facets of their investment journey. Jason’s shared commitment to a high fiduciary standard for clients eventually led him to SlateStone Wealth.

He earned a BBA with a Minor in Economics from St. Norbert College in De Pere, Wisconsin. Jason has earned the prestigious Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute. He is a current Board Member and Past President of the CFA Society Madison. In addition, Jason serves on the Finance Committee for the Goodman Community Center, an organization that strengthens lives and secures futures. Jason is an alumnus of Leadership Greater Madison.

Jason and his wife live in Fitchburg, Wisconsin with their four children, one dog, two cats, an African dwarf frog and a hamster. Jason and his wife enjoy watching and coaching their children in activities like soccer, lacrosse, baseball, basketball, and dance.