Jared Anderson is an institutional retirement plan advisor based in Warren, NJ.
CAPTRUST welcomed Jared in 2021, and he currently serves as a senior vice president and financial advisor. Jared serves as the lead advisor for a wide range of clients including defined contribution and pension plans, as well as endowments and foundations. He works closely with his clients, providing in-depth analysis to effectively guide their investment decisions meet their fiduciary duties.
Jared joined CAPTRUST from Portfolio Evaluations, Inc., where he served as a senior fiduciary consultant for the firm. He focused on an array of services to investment committees and plan sponsors, including investment performance monitoring, fund search and selection, investment menu design review, investment policy statement development and comprehensive fiduciary governance oversight. Jared received a Bachelor of Science degree in economics and finance from Sacred Heart University, holds the Chartered Financial Analyst designation, and has been in the industry since 2012.
- Bachelor of Science in economics and finance from Sacred Heart University
- Chartered Financial Analyst
- Member, CFA Society of New York
Awards & Recognition
- NAPA Aces: Top 100 Retirement Plan Advisors Under 40 | 2024
- NAPA Top DC Advisor Teams | 2022 (CAPTRUST Warren)