Jared White

Jared White, MS has a comprehensive work experience in the finance industry. Jared served as a Managing Director at Compass Capital Management, where they offered securities and investment advisory services. Prior to that, they worked as a Senior Investment Advisor at the same company, responsible for constructing and maintaining investment portfolios. Before joining Compass Capital Management, Jared was an Investment Specialist at LPL Financial and held various roles at UBS, including Investment Analyst and Internal Wholesaler. Throughout their career, Jared has acquired multiple licenses and certifications, such as the Registered Financial Consultant (RFC) designation and Series 7 and 66 exams.

Jared White, MS, pursued their Bachelor of Applied Science in Economics from the University of Vermont, graduating in 2003. Following this, they decided to further their education and obtained a Master of Public Administration (MPA) from the University of Connecticut in 2005.