Overview

Jared is a Research Analyst at the firm. As a member of the firm’s Investment Committee, he is responsible for research and analysis of various sectors and fund holdings.

In addition, Jared serves as a trader for the firm where he manages all client trade orders from completion to settlement, while monitoring the process to ensure best execution. He also assists in the oversight of data retention, organization and maintenance. Jared is a 2021 Level III CFA Candidate.

Prior to joining Northeast, Jared worked as an analyst at Duff & Phelps in business valuation services.

Jared lives in Boston, Massachusetts and has been with Northeast since 2017.

Education

Dartmouth College, B.A. – 2017