Jared began his career as an internal wholesaler at the UBS Financial Services headquarters in Weehawken, NJ. This position opened the door for him to work with financial planners from all over the county, providing education and assistance on many managed account platforms. Later he became an investment analyst, working to construct portfolios for 40+ financial advisors. This experience solidified his passion for helping others along the path to financial success and freedom.
As a leader of the Compass Capital Wealth Management team, Jared works through complex financial situations alongside clients, and assists in the creation, implementation, and management of the firm’s business initiatives.
He says, “No matter the client, I work to find a sense of relatability and approach each case as if I were creating a solution for myself or close family member. I understand that everyone has different levels of knowledge when it comes to managing finances, and I tailor an approach that provides clients with the highest sense of comfort and trust.”
A graduate of the University of Vermont, Jared went on to obtain his master’s degree in 2005 through a co-sponsored program at the University of Connecticut and University of Vermont. When he isn’t meeting with clients, you’ll find Jared enjoying summer weekends at the camper, sporting events, and hosting social gatherings.