Professionals Alliance Group Meet the PAG Team

Name:

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.

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Extended Team

  • Peter Cadaret

    Peter Cadaret

    President, Oppenheimer Asset Management

  • Bryan McKigney

    Head of Platform Services

  • Peter Bennett

    Head of Corporate Executive Services

  • Chris Barsky

    Chris Barsky

    Head of Research and Investment Management, Oppenheimer Asset Management Inc.

  • John Stoltzfus

    John Stoltzfus

    Chief Investment Strategist
  • JoAnn Barrett

    Joann Barrett

    President of Oppenheimer Life Agency, Ltd. Insurance and Annuities
  • Michael Tynan, CFP®

    Michael Tynan, CFP

    Head of Financial Planning

  • Jeremy Deleski

    Jeremy Deleski

    Managing Director, Head of Retirement Services
  • Joyce Walsh

    Head of Family Office Services