Poterack Capital Advisory
Jared Stein, MBA, serves as Chief of Staff at Poterack Capital Advisory since May 2025. Previously, Jared was Vice President of Operations at CIVANA Wellness Resort & Spa, where significant achievements included a 15% efficiency improvement and management of a $15M renovation project. Jared's career also includes roles such as Regional Sales & Operations at Orangetheory Fitness, Special Projects Consultant at Ten Thousand, Inc., and Co-Founder/Managing Partner/Chief Operating Officer at Williamsburg Fitness Inc., where growth initiatives expanded the membership base from zero to 1,400 and increased revenues by over 40% annually. Earlier experiences include positions at Eleva Coffee, the NBA, Redburn Partners, Church & Dwight, and CLSA, coupled with an MBA from Northeastern University and a BS in Finance and Economics from York College of Pennsylvania.
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Poterack Capital Advisory
Off-the-shelf financial counsel is available just about everywhere. But at PCA, we know retirement means something different to every client. Only by investing the time to truly know you — your dreams, your lifestyle goals — can we tailor our experience to get you where you want to be. It's about relationships, not transactions. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Poterack Capital Advisory are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.