- Senior Portfolio Manager
Jared has over nine years of experience developing, monitoring, and managing investment portfolios. He is skilled at researching stock market trends, economic forecasts, and providing portfolio recommendations based on his research. As Senior Portfolio Manager, Jared serves as both a trusted investment professional and a team leader partnering with investment advisors, clients, and internal teams to design and implement strategic investment solutions tailored to each client’s unique goals. He leads the Portfolio Management team and sets the standard for excellence and professionalism. With a deep understanding of global markets, asset allocation, and the complex challenges faced by wealthy families, Jared’s skill at ensuring timely, accurate execution of portfolio strategies, mentoring and developing team members, and fostering a collaborative, client-focused culture, leads him to success in his role.
Jared joined Sendero® in 2024 as a Portfolio Manager with passion for helping clients reach their financial goals through tailored, holistic solutions. He was promoted to Senior Portfolio Manager in 2025 and remains dedicated to cultivating genuine client relationships based on honest conversations and loyalty.