Jared Zeigler is a Managing Director with Greycourt and a member of the advisory team. In this role, he advises wealthy families and institutional clients on investment strategy and on strategic and tactical asset allocation. Jared also manages Greycourt’s associate advisor group.

Jared joined Greycourt in 2010 as a Senior Investment analyst. His prior experience includes five years as a senior associate at Columbia Financial Advisors, Inc. where he performed private equity valuations and appraised venture capital opportunities, and three years as an associate at Pearson Financial Group.

Jared is a Chartered Financial Analyst (CFA®) Charter holder and a member of the CFA Society of Portland.

Chartered Financial Analyst (CFA®)
The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management and wealth planning. To be eligible to become a CFA Charter holder, an individual must have a Bachelor’s degree followed by a combination of 4,000 hours work experience and/or higher education and is required to successfully pass three exams. CFA Charter holders become members of the CFA Institute and must comply with the CFA Institute’s Professional Conduct Statement.