Professionals Alliance Group Meet the PAG Team
Jason Betley
Title:Managing Director
BS, Northeastern University in Boston, MA
Jason Betley is a Managing Director of Sales and Marketing with Oppenheimer Asset Management, in which capacity he works with Oppenheimer’s Financial Consultants along the West Coast to assist them in developing their Asset Management practices. Mr. Betley has been in the financial services industry since 2007. Mr. Betley consults with Oppenheimer’s Financial Advisors and their clients on the design, implementation, and monitoring of investment strategies at the firm.
Prior to joining Oppenheimer Asset Management, Mr. Betley was employed by Morgan Stanley Wealth Management, where he held the positions of GIS Regional Sales Director and Consulting Group Regional Director supporting the Southwest Region. Before joining Morgan Stanley in 2014, Mr. Betley held comparable positions at Causeway Capital Management as well as Natixis Global Asset Management. Mr. Betley earned his Bachelor of Science degree from Northeastern University in Boston, Massachusetts.
Extended Team
-
Peter Cadaret
President, Oppenheimer Asset Management
-
Bryan McKigney
Head of Platform Services
-
Peter Bennett
Head of Corporate Executive Services
-
Chris Barsky
Head of Research and Investment Management, Oppenheimer Asset Management Inc.
-
John Stoltzfus
Chief Investment Strategist -
Joann Barrett
President of Oppenheimer Life Agency, Ltd. Insurance and Annuities
-
Michael Tynan, CFP
Head of Financial Planning
-
Jeremy Deleski
Managing Director, Head of Retirement Services -
Joyce Walsh
Head of Family Office Services