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109 N Acacia ave. Solana Beach,
Jared is an Associate at Capital Insight (CI) and works collaboratively in the structuring. and execution and closing of transactions.
Prior to joining Capital Insight. Jared started his finance career with a wealth management firm that focuses on high-net-worth individuals and families. Joining the firm immediately after graduating in an entry-level Portfolio Administrator position. Jared quickly progressed helping the firm grow exponentially to eventually become the Portfolio Manager. As Portfolio Manager. Jared oversaw and executed the active management of client invested assets with a value of over $5ooM.
Jared graduated from the University of Arizona in 2018. obtaining a finance degree from the Eller business college and is a holder of the Chartered Financial Analyst® (CFA®) designation