Jason Joanis, CFA^®, serves as Director of Investments, Senior Portfolio Manager, and Partner at SlateStone Wealth. He oversees the firm’s investment research and analysis activities and manages custom investment portfolios for high-net-worth families and institutions. Jason leads the day-to-day management of the firm’s Core Equity Strategy and serves on both the Custom Equity sub-committee and the Investment Policy Committee. 

Jason began his investment career in the late 1990s as an advisor at a large Wisconsin-based asset management firm before joining a Madison-based RIA, where he served on the Investment Equity Committee. In that role, he managed portfolios for high-net-worth clients and institutions on a national level, performed equity research, and served as the firm’s lead fixed income analyst. 

Jason was later recruited by a regional bank to manage a large book of clients, providing customized investment solutions in close coordination with a dedicated client service team. Following that institution’s acquisition by a larger bank, he continued as a Director and Senior Portfolio Manager, serving on the bank’s Alternatives Investment Committee and a proprietary equity strategy committee.

He earned a Bachelor of Business Administration with a Minor in Economics from St. Norbert College and holds the Chartered Financial Analyst® designation. He remains active in professional and community organizations in Wisconsin.