3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Senior Vice President,
Financial Advisor
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.
After three remarkable years of outsized returns in the stock...
Midway through 2022, investors and consumers are frustrated with rising...
Midway through 2022, investors and consumers are frustrated with rising...
Rising inflation, the specter of higher interest rates, and the...