Log In

Jason R. Stefanelli Edit Profile

Institutional sales executive , managing director

Jason R. Stefanelli, Canadian managing director, institutional sales executive.


Stefanelli, Jason R. was born on November 17, 1970 in Ottawa, Ontario, Canada. Arrived in United States of America, 2003, permanent resident.


Bachelor in Business Administration and Finance, Algonquin College Applied Arts and Technology, Ottawa, 1996. Degree in Investment Management Course, Boston University, 1997. Degree in Executive Management Courses, Babson College Center Executive Education, Wellesley, Massachusetts, 2008.

Degree in Securities Registration, Finance Industry Regulatory Authority, 2010. Attended, Canada Securities Institute, Toronto, Ontario, 1998.


With Spectrum Investments Inc. With client wealth management division ScotiaMcLeod Inc. Principal State St. Global Advisors, Boston, 1999—2003.

Head, business development and consultant relationship Wellington Management Company LLP, 2003—2008. Past treasurer Canada Pension & Benefits Institute, member, Association Canada Pension Managers, Treasury Management Association, Market Technicians Association.


  • Other Interests

    Music, Karate, golf, skiing, soccer, astronomy.


Married; 2 children.