Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
Jared is Veritable’s Director of Research and a member of its Investment Committee. He has conducted comprehensive manager due diligence in all of the major world capital markets since arriving at Veritable in 2001. He is a Fulbright Scholar in Economics who graduated with Highest Honors from Lehigh University with a BS in Finance. Jared is a CFA® charterholder, and earned an MBA with a concentration in Strategic Asset Management from the Wharton School of the University at Pennsylvania. He has been a member of the Wharton Club Board for over a decade. Jared and his wife Carey are the proud parents of two daughters.
Jared is Veritable’s Director of Research and a member of its Investment Committee. He has conducted comprehensive manager due diligence in all of the major world capital markets since arriving at Veritable in 2001. He is a Fulbright Scholar in Economics who graduated with Highest Honors from Lehigh University with a BS in Finance. Jared is a CFA® charterholder, and earned an MBA with a concentration in Strategic Asset Management from the Wharton School of the University at Pennsylvania. He has been a member of the Wharton Club Board for over a decade. Jared and his wife Carey are the proud parents of two daughters.