Jason Buol brings more than two decades of experience in investment management, macroeconomic research, and client advisory services to his role as Vice President, Senior Trust Investment Officer at Legacy Private Trust Company. His background includes leadership roles at large financial institutions throughout the Midwest and California, where he oversaw regional portfolio management teams and contributed to the development of firm-wide investment strategies.

In his role at Legacy, Jason is responsible for managing and nurturing mid- to high-level investment and trust relationships. He ensures that each client’s portfolio aligns with their financial objectives and is managed in accordance with fiduciary standards and regulatory guidelines. He provides expert counsel on investment strategies, oversees portfolio construction and rebalancing, and collaborates closely with Legacy’s internal teams to ensure accurate and timely service delivery. Jason also supports firmwide initiatives, including investment communications, professional networking, and mentoring of junior staff.

A Chartered Financial Analyst® (CFA®) and member of the CFA Society of Milwaukee, Jason holds a Master’s in economics from the University of Missouri–St. Louis and a Bachelor’s degree in agricultural and applied economics from the University of Wisconsin–Madison. He shares Legacy’s mission of helping clients preserve and grow wealth with clarity and purpose. His thoughtful, client-centered approach and passion for education extend beyond the office through his volunteer work, including serving as a member of the Community Foundation of the Fox River Valley and the CFA Society of Milwaukee.