Jared serves as a Portfolio Operations Associate,
providing support to the investment team with portfolio rebalancing and trading, daily account monitoring, and research. He also manages the firm’s portfolio accounting system to ensure the integrity of reporting data and other related projects.
He serves a select number of client relationships with various
administrative requests and problem solving to make clients lives a little
Jared joined the team May 2018, and earned his series 65 investment advisor representative in 2019. Jared demonstrates excellent passion when serving clients and the internal team. He is a graduate of the University of Cincinnati, where he studied Finance and Information Systems.
Jared and his wife love
to spend time in the city enjoying the local food and events. They also enjoy
the outdoors, playing sports, and spending time with their growing family.