Jaret joined Bartholomew & Company’s Investment Management team in May 2020. His duties as a financial analyst include providing support to the team, mainly in the areas of daily cash management, portfolio rebalancing, asset allocation recommendations, and ad hoc research and reporting.
Jaret graduated from Bryant University in 2020 with a BS in business administration, with concentrations in finance and applied analytics. While at Bryant, he was involved with a student-managed investment portfolio program, working with a team of securities analysts and portfolio managers to manage more than $2 million in assets. Jaret's previous experience includes a project management internship at Harvard University's Information Technology department and a business analyst/finance internship at Onset Computer Corporation in Bourne, Massachusetts.
Jaret holds the FINRA Series 7 and 66 securities registrations. In his free time, Jaret enjoys watching sports, playing golf, and spending time with family and friends.
Location: Worcester Office