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Jarrott Heath

Director of Investments

Comperio Retirement Consulting

United States, North Carolina, Raleigh

About Me

Jarrott serves as Director of Investments, overseeing investment research and manager due diligence for equities, fixed income, real assets, and multi-asset strategies across open-end funds, separate accounts, and collective trusts. He also leads economic research and is involved in strategic and tactical asset allocation, portfolio construction and risk management. Prior to joining Comperio, Jarrott was a consultant to firms serving the construction industry, providing financial and transaction advisory services. He holds an MBA from the University of Cincinnati and a BBA in Financial Services from the University of North Florida. Jarrott is a CFA charterholder and holds memberships in t

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Profile Information

Director of Investments

Comperio Retirement Consulting

Investment Team

Investor

Consultant

Raleigh

North Carolina

United States

Jul 29, 2024

Work Experience

Comperio Retirement Consulting

Director of Investments
May 2018 - Present
Email: jheath@comperiorc.com

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