- Portfolio Manager
Jared has over 8 years of experience developing, monitoring, and managing investment portfolios. He is skilled at researching stock market trends and economic forecasts, providing portfolio recommendations based on his research, conducting financial due diligence on potential investment strategies in private and public markets, and developing and presenting detailed analyses of investment performance, portfolio attributes, and benchmark compositions to evaluate investment strategies.
As Portfolio Manager at Sendero®, Jared works with the investment team to create asset allocation recommendations for client portfolios. He is responsible for understanding and implementing suitable strategies within each portfolio, monthly financial modeling, database management including maintaining investment policy targets, portfolio monitoring, and verifying the accuracy of investment strategies and benchmark performance.
Jared joined Sendero® in 2024 with a passion for helping clients reach their financial goals through tailored, holistic solutions. He is dedicated to cultivating genuine client relationships based on honest conversations and loyalty.
Experience & History
- Portfolio Manager, Sendero®
- Investment Manager, Sunbelt Securities
- Bachelor of Business Administration, Finance - Texas A&M University
- Series 7 License
- Series 65 license
- President, Kerr County A&M Club
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