Jared has worked with ultra high net worth families and institutions for over twenty years. He specializes in building customized investment strategies to help clients achieve their financial and operational goals. Jared’s areas of technical expertise include analysis of traditional and alternative asset classes, creating structured investment vehicles, as well as addressing concentrated wealth and taxation issues. Prior to joining NewEdge Wealth, Jared was a Managing Director at UBS. He has also held positions at Bank of America’s Private Bank, Lehman Brothers and Merrill Lynch. He received his B.A. in International Business from Eckerd College in St. Petersburg, FL and a M.B.A. from the