
Jared Arteaga
Wealth Management Associate
Canterbury Consulting
United States, California, Irvine
About Me
As a wealth management associate, Mr. Arteaga assists families with portfolio construction, asset allocation, and performance reporting. Mr. Arteaga serves on Canterbury’s Micro-Venture Capital and Fixed Income Asset Class Committees. Mr. Arteaga joined Canterbury in 2019 as a portfolio administrator serving institutional and taxable clients. Prior to Canterbury, Mr. Arteaga was a financial analyst for Tetra Tech, Inc, where he was assigned to the government services group. Mr. Arteaga received a Bachelor of Arts in business administration with a focus in management from Concordia University Irvine.
Profile Information
Wealth Management Associate
Canterbury Consulting
Investment Team
Investor
Consultant
Irvine
California
United States
May 15, 2024
Keylinks
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