As a senior member of the Investment Committee, Jason Bohnet provides oversight to Whitnell’s investment process. In this capacity, he conducts proprietary research and makes recommendations for various direct investments, mutual funds and outside managers. He specifically analyzes the internal equities for client portfolios and is responsible for ensuring clients have the strategies to match their long-term financial plans.
Jason particularly enjoys advising multi-generational families who have complex financial goals, assets and structures. These situations allow Jason to use his knowledge and experience to create financial strategies that produce peace of mind for family leaders. To most effectively position the portfolio, he builds strong relationships where the client can discuss their dreams and goals.
Jason has been in the financial services industry his entire professional career. His unique background has enabled him to tailor his investment philosophy into a replicable process with aspirations of earning the most reasonable rates of return for the risk taken. Jason is a bottom-up focused investor who focuses on leveraging every applicable data point into a mosaic of the investment markets.
Prior to joining Whitnell in 2019, Jason was with Aviva Investors Americas in Chicago, the US Investment branch of the UK Insurance giant Aviva, acting as a Portfolio Manager for several thematic equity strategies. During his time at Aviva Investors, he led a team of global analysts based in Toronto, London and Paris. Jason was also part of the due diligence for Aviva’s internal venture capital fund, Aviva Ventures, which made several investments through incubators in Silicon Valley and Canada while Jason was on the team.
Prior to joining Aviva Investors, Jason was a Senior Equity Research Analyst at USAA Asset Management in San Antonio, Texas for ten years. Jason served various roles within USAA acting as an equity analyst supporting the mid to large cap mutual funds. He also served on the Private Investment Management (PIM) group, advising individual high net worth clients and tailoring client-specific investment portfolios.
Jason received his Bachelor of Business Administration (BBA) from Texas A&M University in College Station, Texas and an MBA from the University of Texas at San Antonio. Jason is a CFA® Charterholder and member of the CFA Society Chicago.
Jason grew up as an avid athlete, participating in multiple sports, which accounts for his fierce competitive spirit. When in high school, Jason’s soccer team won the Texas State Championship. Jason still plays soccer weekly.
Jason and his wife have three boys and reside in Downers Grove, Illinois. While they quite enjoy living in Chicagoland, the entire family’s roots are from Texas so don’t be surprised if you hear the occasional “y’all” during investment conversations!