Jason W. Black
Senior Vice President, Institutional Consultant, Portfolio Manager
A seasoned professional of nearly 25 years, Jason enjoys working with financially successful individuals, families and institutions, providing highly personalized advice through a disciplined consulting approach. His extensive experience enables him to help clients understand the intricate details of their wealth. He focuses on listening carefully to what is most important, so he can develop a customized plan to address their goals and unique circumstances. He prides himself on delivering personal warmth and care with a strategic approach to help families, business leaders & owners, as well as institutions nurture, protect and grow considerable wealth to fulfill their fiduciary duties and to the benefit of future generations.
A Native Texan, who largely grew up in the suburbs of Minneapolis, Jason has always been intrigued by the financial markets. He attended Drake University, majoring in Finance and minoring in Economics. His diverse experience includes more than a decade focused on quantitative and qualitative research across various market segments. In 2001, he joined The Quantitative Group at Smith Barney (now Morgan Stanley), a highly recognized institutional consulting team that formed a successful RIA in 2003. Jason served as Chairman of the team’s Investment Committee from 2004 to 2011, overseeing more than $4 billion in assets. He continues to manage the group’s research efforts, utilizing his knowledge to provide tailored solutions for high-net-worth individuals and family offices seeking sophisticated solutions for their wealth management needs. This is in addition to more than two decades of experience guiding institutions, both public and private. He has deep expertise across the institutional spectrum to include Foundations, Endowments, Insurance Trusts, as well as Defined Benefit and Contribution Retirement Plans. The Quantitative Group joined the firm’s Graystone Consulting division in 2010 and subsequently re-branded to Graystone Consulting - San Antonio, which has been named to the Forbes Best in State Wealth Management teams (2023, 2024) and to Barron’s Top Institutional Consultants list (2016, 2018, 2021, 2023).
Over the years, Jason has built a successful business educating and advising clients on creating customized solutions to meet their objectives as fiduciaries, individuals, and families. He believes investing should be based on a strategy that is easy to understand and implement. Through a wealth of experience, a goals-based process and world-class resources, Jason works diligently to provide clients with clarity and confidence, so they can invest their time on the things that bring joy to their lives. Jason is a member of the Association of Professionals Investment Consultants and the Investment Management Consultant’s Association. He holds the FINRA Series 7, 63 and 66 licenses, as well as state Insurance licenses.
Jason continues to live in Texas, while still spending time with family and friends at their home in suburban Minneapolis. He works hard to maximize his time with his wife and children when he’s not serving clients. An avid sports enthusiast, he continues his lifelong interest in athletics as an observer, and actively through golf, basketball, hockey, and most recently pickleball, among others.
2016, 2018, 2021, 2023 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)
Source: Barrons.com (Awarded 2016, 2018, 2021, 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023-2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
NMLS#: 1401918
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