Jared joined Cornerstone Capital Advisors in June of 2015 as an intern, and then transitioned to our Portfolio Administration team. In his current role as a Financial Planning Associate, he works closely with our Advisor, Analyst, and Portfolio Administration teams to develop, implement, and monitor client financial plans and investment accounts. Jared serves as one of our primary traders, and also supports our Personal Advisory Services clients in all aspects of account administration.
Jared graduated Cum Laude from Walsh University in 2016 with a Bachelor of Arts degree in Accounting. While at Walsh, Jared was a member of the Student Managed Investment Portfolio Club and Business Club. He was also selected to mentor young students as part of the DeVille School of Business Peer Mentoring Program. He spent the first two years of his college education at Mount Vernon Nazarene University where he studied Accounting and Finance.
Jared is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.