Jason Michael Harrison

Current Employers

Employment History

• 10/2022 → Present
  Robert W. Baird & Co. Incorporated
  Pittsburgh, PA
• 03/1998 → Present
  Hefren-Tillotson, Inc.
  Pittsburgh, PA

Previous Registrations

• 2005-03-03 → 2022-10-21
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1) Magee-Women Research Institute & Foundation 2) not investment related 3) 204 Craft Ave Pgh PA 15213 4) non profit 5) board member, treasurer 6) 7/1/2004 7) 2-5 hrs/month 8) Board Governance & financial Oversight 1) Aquinas Academy 2) not investment related 3) 2308 West Hardies Rd Gibsonia PA 15044 4) Treasurer - Executive Committee 5) 7/1/2014 6) 2-3 hrs/month 7) Help to oversee school governance; Treasurer 1) UPMC 2) Yes-investment related 3) 600 Grant Street Pgh PA 15219 4) Non-Profit 5) Finance Committee, Investment Committee, Board of Visitors 6) 7/2007 7) 2-4 hrs/month 8) review asset allocation, investment returns & performance of external investment managers; monitor UPMC Asset/liability management activities; approve changes to asset allocation guidelines/investment strategies/external investment manager selections & terminations, review annual operation & capital budgets in detai, recommend action on budgets; monitor financial ops; review LT financial plan for Corp etc.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-28
• S63 Uniform Securities Agent State Law Examination
  1997-06-13

Other Names

• Jake Harrison