Jeffrey J. St. Mary

Mr. Jeffrey J.
St. Mary, CFA, is a Managing Director & Wealth Advisor at Prio Wealth LP and a Member at The Boston Security Analysts Society, Inc. He is also a Portfolio Manager and Managing Director of Business Strategy at Prio Wealth.
Mr. St. Mary has over 22 years of experience managing money for individual clients.
He was previously employed as a Manager at Private Client & Endowment Group, Fortis Investments (which purchased Harbor Capital) whre he created customized investment strategies and portfolios for private individuals, families, endowments, foundations.
He also worked as a Portfolio Manager & Research Analyst at Harbor Capital Management whre he managed over $1 billion in institutional assets.
Mr. St. Mary received his B.S.
in Business Administration from the State University of New York, University at Albany.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.