Jared Sutton, CFA, CFP®

JARED SUTTON, CFA, CFP®

INVESTMENT COMMITTEE MEMBER*

As part of the Investment Committee, which is the governing body overseeing the investment management functions for the firm including research, recommendations, and selection of investments, Jared adds significant depth to our investment process for the benefit of clients. In this role, he shares strategic oversight of the investment policy and gains insight about markets and returns through evidence-based research. By using an academic approach to analyze thousands of investments for inclusion in our portfolios he assists in evaluating current market data, trends, and research to form investment recommendations. This includes but, not limited to, strategic and tactical allocation, asset location and specific securities.

* Part of Financial Integrators