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Jared serves as a Portfolio Operations Associate, providing support to the investment team with managing the firm’s portfolio reporting data, daily account monitoring, research and other related projects. He also serves a large number of client relationships with various administrative requests and problem solving to make clients lives a little easier.
While Jared is the newest member to the Total Wealth Planning team, he joined May 2018 with a healthy level of experience and passion to serve clients and the internal team. He is a graduate of the University of Cincinnati, where he studied Finance and Information Systems.
Jared grew up in the Cincinnati area and loves to spend time in the city enjoying the local food and events. Jared also enjoys the outdoors, golfing, and spending time with his growing family.
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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Tuesday, December 4, 2018
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