Jason Bulinski, CFA, MBA

Jason Bulinski, CFA, serves as the Chief Investment Officer of Generational Wealth™. He leads the firm’s investment strategy, portfolio management, and risk oversight across both client and institutional portfolios. Known for his disciplined yet dynamic investment approach, Jason brings a rare blend of experience across fundamental, quantitative, and macro investing.

Prior to joining Generational Wealth™, Jason founded Five Dimensions Investment Management, a specialty investment boutique and registered investment advisor launched in 2022. There, he oversaw portfolio construction, optimization, and strategic positioning for both high-net-worth and institutional clients.

Jason previously served as Chief Investment Officer of First Midwest Bank & Trust’s $15 billion Wealth Management division, where he delivered some of the strongest performance in the bank’s 50-year history. Over his tenure, he directed strategic and tactical allocation shifts, managed a diverse team of portfolio managers, traders, and trust officers, and oversaw a suite of institutional strategies—including a global long/short strategy, mid-cap equity, small-cap equity, global tactical multi-asset, and multiple intermediate fixed income portfolios (taxable and tax-exempt).

Before First Midwest, Jason held investment roles at a Chicago-based hedge fund and at BMO Global Asset Management, where he was part of the firm’s elite PhD-led quantitative strategies group. His multi-disciplinary training includes mentorship from prominent Chicago money managers with MIT and Harvard backgrounds, and hands-on experience across all three investment disciplines: fundamental analysis, macroeconomic strategy, and shareholder activism.

Jason earned both his Bachelor’s in Accounting and MBA in Finance with highest honors from DePaul University, where he also co-managed the university’s endowment fund—outperforming benchmarks and prompting him to exit his master’s in taxation program early. He holds a Series 65 license and is a Chartered Financial Analyst® (CFA) charter holder.

Jason lives in Florida with his wife and child.