CoverProfile

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

More profiles to browse

NW
Nolan Wood
Managing Director
Profile Photo
Loren Asmus
Vice President, Investment Research
DC
Debashis Chowdhury
President
Profile Photo
Poorvi Parekh
Director of Outsourced Investments

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank