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

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