Jared joined Cornerstone Capital Advisors in June of 2015 as an intern and is now a Financial Planning Associate. He works closely with our Advisor and Analyst teams to serve our Personal Advisory Services clients in all aspects of account administration.
Jared graduated 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. He spent the first two years of his college education at Mount Vernon University where he studied Accounting and Finance.
Jared plans to pursue his CERTIFIED FINANCIAL PLANNER™ designation.