Jared Sutton, CFA, CFP®

Investment Committee Member*

Jared adds an additional layer of analytical and technical expertise to the Investment Committee. His background includes extensive experience in computer science and finance. Jared attended Indiana University-Bloomington for his undergraduate business and computer science degrees, and the University of Iowa for his MBA with a finance emphasis.

Jared worked as a business analyst and derivatives broker before entering the wealth management profession. His experience in data analytics and research has enhanced the technologically intensive elements of the financial, estate, tax, and investment planning disciplines. His responsibilities as an advisor span the breadth of these areas and, within the investment planning realm, also include portfolio construction and management, asset allocation, and individual investment selection.

Jared has developed diverse research pursuits in the areas of behavioral finance, portfolio theory, economic history, and macroeconomic analysis. He is responsible for leading the development and ongoing refinement of a proprietary quantitative screening model that examines the fundamental and technical components of individual securities.

Jared enjoys working at local shelters and is closely involved in the Disque Foundation, supporting the mission to advance and provide health care education to underserved areas, both domestic and abroad.

* Part of Vision Network

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