Jared Pratt, CFA, CAIA

Client Portfolio Manager

San Diego

Jared helps consultants and clients develop well-defined investment programs and comprehensive reporting materials. He assists plans with operational and educational needs and strives to exceed client service expectations.

Previous Roles

  • Nuveen, Vice President, Senior Portfolio Analyst
  • Thornburg, Product Specialist

Education, Credentials, and Memberships

  • BBA, University of New Mexico
  • CFA┬«┬ácharterholder, CFA Institute
  • CAIA Charterholder


Jared loves spending time outdoors with his wife and two kids. He also enjoys home projects, landscaping, golf, and tennis.

My goal each day is to provide excellent client service, clear and concise communications, and thoughtful investment analysis.