2 months ago
Fiduciary Update | February 2023
In this edition of our quarterly Fiduciary Update, CAPTRUST Financial...
Financial Advisor
Jared joined the firm in 2021 from Cammack Retirement Group—a leading national, independent retirement plan consulting and investment advisory firm—where he served as a senior account manager.
At CAPTRUST, Jared delivers investment advisory services, best practices, and industry trends to retirement plan sponsors across the country. Focused on retirement needs, he helps these plan sponsors understand fiduciary duties, investment evaluations, and complete a thorough analysis to develop the best in plan design. Jared works with clients in the New York area as well as Denver.
Prior to joining Cammack Retirement Group, Jared served as a strategic client manager at a retirement services firm. He earned his Bachelor of Science degree in finance and a Master of Business Administration degree from the University of Colorado.
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