Jared Wells, CFA, has a diverse work experience. Jared started their career as a Financial Intern at Universitat Politècnica de València (UPV) in 2013. Jared then worked as an Administrative Specialist at the City of Seattle from 2016 to 2017. In 2017, they joined Parametric, where they held several roles including Associate - Oversight Management (2017-2018), Associate - Billing Solutions (2018), Portfolio Analyst (2018-2020), and Associate Portfolio Manager (2020-2022). Currently, they are serving as the Vice President and Portfolio Manager at Parametric.
Jared Wells, CFA pursued their Bachelor of Arts (B.A.) degree in Finance from Washington State University, where they studied from 2010 to 2014. Jared further enhanced their professional qualifications by obtaining the Chartered Financial Analyst® (CFA) Charterholder certification from the CFA Institute in February 2022.
January, 2022 - present
February, 2020
November, 2018
January, 2018
July, 2017
Vice President & Portfolio Manager at Horizon Kinetics LLC
Vice President Portfolio Manager at BankVista
Vice President, Portfolio Manager at Ninepoint Partners
Vice President, Portfolio Manager at Beacon Trust
Senior Vice President - Portfolio Manager at Appleton Partners, Inc.
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