Thanks to his father’s career in finance, Jared was introduced to the world of investments and wealth management at an early age. He recalls listening to his dad on the phone while riding in the car and hearing about his workday at the dinner table. Fascinated by what his father did for a living, Jared knew he wanted to follow in his footsteps.
Jared is a native Bostonian, growing up in Needham, MA and attending college at Tufts University in Medford, MA. He earned a Bachelor of Arts degree in Economics with a minor in Finance. While studying at Tufts, Jared was a member of the golf team and enjoyed spending many hours on the greens.
Jared joined Heritage as a Client Service & Operations Administrator and in 2024 was promoted to a Paraplanner. As a Paraplanner, Jared works closely with the firm’s wealth management teams to create financial plans for clients.
Jared enjoys spending time at his family’s home in Falmouth, golfing, cheering on Boston sports teams, and staying on top of the latest news across professional sports leagues.