Jared Anderson, CFA
Jared serves as the lead consultant for a wide range of clients including defined contribution plans and pension plans as well as endowments and foundations. He works closely with his clients, providing in-depth analysis to effectively guide their investment decisions meet their fiduciary duties. He provides an array of services to investment committees and plan sponsors, including investment performance monitoring, fund search and selection, investment menu design review, investment policy statement development and comprehensive fiduciary governance oversight.
Jared is also a member of the firm’s Outsourced ChiefInvestment Officer (OCIO) evaluation and oversight team, assisting clients withthe selection of a provider as well as the continuing evaluation and oversightof the investment manager.
Jared graduated cum laude from Sacred Heart University witha BS in Finance and Economics, where he was awarded the John F. Welch College of Business Certificate of Achievement. Jared is a CFA charterholder and a member of the CFA Institute (CFAI) and New York Society of Security Analysts (NYSSA).