Jason Blackwell
Investment Committee Member at The Colony Group LLC
Profile
Mr. Jason Blackwell, CFA, is a Chief Investment Strategist at The Colony Group LLC.
He is an investment professional possessing both deep analytical experience and a passion to improve the decisions and outcomes of clients by simplifying the often-complex world of investing.
In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy.
He also serves as a vice-chairman of the Colony Investment Committee and a spokesperson for Colony Investment Management.
He brings broad and deep experience from across the industry.
He joined from Mercer Investments where he assisted wealth management firms with manager selection, portfolio construction and asset allocation.
Previously, he was responsible for the investment technology and analytics of an Atlanta RIA.
He started his career as an advisor.
He received a Bachelor of Arts in Economics from the University of Colorado-Boulder.
He holds the Chartered Financial Analyst and is a member of the CFA Society Atlanta.
Jason Blackwell active positions
| Companies | Position | Start |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Committee Member | 30/06/2019 |
Former positions of Jason Blackwell
| Companies | Position | End |
|---|---|---|
Mercer LLC
 Mercer LLC Investment ManagersFinance Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/05/2019 |
Aprio Wealth Management LLC
 Aprio Wealth Management LLC Investment ManagersFinance Aprio Wealth Management LLC (Aprio WM) is SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 and was formerly known as HA&W Wealth Management LLC. They are a subsidiary of Aprio Capital Partners LLC, which is owned by Aprio Holdings LLC. Aprio WM offers discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, qualified plans, trusts, estates, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | 31/05/2011 |
Training of Jason Blackwell
| University of Colorado Boulder | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Mercer LLC
Mercer LLC Investment ManagersFinance Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY. | Finance |
Aprio Wealth Management LLC
Aprio Wealth Management LLC Investment ManagersFinance Aprio Wealth Management LLC (Aprio WM) is SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 and was formerly known as HA&W Wealth Management LLC. They are a subsidiary of Aprio Capital Partners LLC, which is owned by Aprio Holdings LLC. Aprio WM offers discretionary and non-discretionary investment advisory services to high net-worth individuals, individuals, qualified plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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