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Jason Stuck, Cfa Email & Phone Number

Senior Managing Director, Head of Advisor Services at Northern Capital Securities Corporation
Location: Greater Chicago Area, United States, United States 7 work roles 3 schools
1 work email found @northerncapital.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email j****@northerncapital.com
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Current company
Northern Capital Securities Corporation
Role
Senior Managing Director, Head of Advisor Services
Location
Greater Chicago Area, United States, United States
Company size
13 employees

Who is Jason Stuck, Cfa? Overview

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Quick answer

Jason Stuck, Cfa is listed as Senior Managing Director, Head of Advisor Services at Northern Capital Securities Corporation, a company with 13 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at northerncapital.com and a matched LinkedIn profile for Jason Stuck, Cfa.

Jason Stuck, Cfa previously worked as Senior Managing Director, Head of Portfolio Management at Northern Capital Securities Corporation and Managing Director, Head of Portfolio Management at Northern Capital Securities Corp.. Jason Stuck, Cfa holds Mba, Finance, Management from Northwestern University - Kellogg School Of Management.

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Email format at Northern Capital Securities Corporation

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*@northerncapital.com
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Profile bio

About Jason Stuck, Cfa

For over 25 years, Northern Capital has provided fixed income expertise for institutional clients. We work closely with independent financial advisors, family offices as well as many other wealth management groups, banks and credit unions, trust departments and others. We partner with clients to develop fixed income strategies designed to achieve specific investment goals. Defined strategies are combined with institutional trade execution and transparency. Through the lens of scenario based total return, clients can review expected future returns for portfolios for a wide range of possible future outcomes before investing. Strategies are designed to meet specific client needs or can be structured with the goal of outperforming an index or ladder for specific scenarios.

Listed skills include Bonds, Investments, Portfolio Management, Fixed Income, and 26 others.

Current workplace

Jason Stuck, Cfa's current company

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Northern Capital Securities Corporation
Northern Capital Securities Corporation
Senior Managing Director, Head of Advisor Services
Chicago, IL, US
Website
northerncapital.com
Employees
13
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7 roles

Jason Stuck, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Managing Director, Head Of Portfolio Management

Current
Northern Capital Securities Corporation

Work closely with independent investment advisors and financial institutions to create and execute custom individual bond strategies

Jul 2020 - Present

Director, Institutional Fixed Income

Performance Trust Capital Partners

Greater Chicago Area

Expanded the firm's client base and developed an investment advisor group Developed and taught education classes to share the firm's fixed income methodology with investment advisor clientsWorked closely with bank clients to improve performance and achieve investment goals

Jan 2012 - Mar 2017

Director, Institutional Fixed Income

Bmo Capital Markets

Greater Chicago Area

Joined Griffin, Kubik, Stephens and Thompson (GKST) in 2004. Acquired by BMO in 2008Responsible for developing, maintaining and growing relationships with financial advisors, money managers and depository institutionsProvided fixed income investment ideas for clients Communicated with clients regarding details of negotiated and competitive new deals

Jan 2004 - Jan 2012

Associate/Analyst

Driehaus Capital Management

Combined technical and fundamental analysis to generate equity investment ideas for portfolio managers and CEO on $4 billion in total assets Monitored news and analyst commentary for portfolio holdings and provided updated recommendations Provided recommendations for every industry sector during tenureAssistant portfolio manager for beta fundDeveloped.

Jan 2000 - Jan 2004

Analyst

Hewitt Investment Group

Evaluated investment policies and investment performance for institutional clientsCreated and reviewed investment manager research Assisted with client presentations and provided recommendations for improving institutional client 401k and Pension Plans investment options

Jan 1999 - Jan 2000
Team & coworkers

Colleagues at Northern Capital Securities Corporation

Other employees you can reach at northerncapital.com. View company contacts for 13 employees →

MK Maurice Kauff Maurice Kauff Colleague at Northern Capital Securities CorporationGreater Boston, United States View → PL Patt Long Patt Long Colleague at Northern Capital Securities CorporationGreater Chicago Area, United States View → TM Tom Mcdonough Tom Mcdonough Colleague at Northern Capital Securities CorporationAndover, Massachusetts, United States, United States View → SR Stephen Rye Stephen Rye Colleague at Northern Capital Securities CorporationGreater Boston, United States View → CJ Cliff Jordan Cliff Jordan Colleague at Northern Capital Securities CorporationClemmons, North Carolina, United States, United States View → WH William Harwood William Harwood Colleague at Northern Capital Securities CorporationUnited States, United States View → DO David Oldaker David Oldaker Colleague at Northern Capital Securities CorporationAndover, Massachusetts, United States, United States View → DF Dylan Fernandez Dylan Fernandez Colleague at Northern Capital Securities CorporationNorth Andover, Massachusetts, United States, United States View → RM Riley Mccord Riley Mccord Colleague at Northern Capital Securities CorporationGreater Boston, United States View →
3 education records

Jason Stuck, Cfa education

Education record

North High School
FAQ

Frequently asked questions about Jason Stuck, Cfa

Quick answers generated from the profile data available on this page.

What company does Jason Stuck, Cfa work for?

Jason Stuck, Cfa works for Northern Capital Securities Corporation.

What is Jason Stuck, Cfa's role at Northern Capital Securities Corporation?

Jason Stuck, Cfa is listed as Senior Managing Director, Head of Advisor Services at Northern Capital Securities Corporation.

What is Jason Stuck, Cfa's email address?

AeroLeads has found 1 work email signal at @northerncapital.com for Jason Stuck, Cfa at Northern Capital Securities Corporation.

Where is Jason Stuck, Cfa based?

Jason Stuck, Cfa is based in Greater Chicago Area, United States, United States while working with Northern Capital Securities Corporation.

What companies has Jason Stuck, Cfa worked for?

Jason Stuck, Cfa has worked for Northern Capital Securities Corporation, Northern Capital Securities Corp., Performance Trust Capital Partners, Bmo Capital Markets, and Driehaus Capital Management.

Who are Jason Stuck, Cfa's colleagues at Northern Capital Securities Corporation?

Jason Stuck, Cfa's colleagues at Northern Capital Securities Corporation include Maurice Kauff, Patt Long, Tom Mcdonough, Stephen Rye, and Cliff Jordan.

How can I contact Jason Stuck, Cfa?

You can use AeroLeads to view verified contact signals for Jason Stuck, Cfa at Northern Capital Securities Corporation, including work email, phone, and LinkedIn data when available.

What schools did Jason Stuck, Cfa attend?

Jason Stuck, Cfa holds Mba, Finance, Management from Northwestern University - Kellogg School Of Management.

What skills is Jason Stuck, Cfa known for?

Jason Stuck, Cfa is listed with skills including Bonds, Investments, Portfolio Management, Fixed Income, Asset Management, Cds, Financial Advisory, and Finance.

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