Jared Pratt, Cfa, Caia Email & Phone Number
@meketagroup.com
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Who is Jared Pratt, Cfa, Caia? Overview
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Jared Pratt, Cfa, Caia is listed as SVP, Consultant at Meketa Investment Group at Meketa Investment Group, a company with 205 employees, based in Albuquerque-Santa Fe Metropolitan Area, United States, United States. AeroLeads shows a work email signal at meketagroup.com and a matched LinkedIn profile for Jared Pratt, Cfa, Caia.
Jared Pratt, Cfa, Caia previously worked as SVP, Consultant at Meketa Investment Group and SVP, Sr. Investment Analyst at Meketa Investment Group. Jared Pratt, Cfa, Caia holds B.B.A., Finance, Summa Cum Laude from The University Of New Mexico - Robert O. Anderson School Of Management.
Email format at Meketa Investment Group
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AeroLeads found 1 current-domain work email signal for Jared Pratt, Cfa, Caia. Compare company email patterns before reaching out.
About Jared Pratt, Cfa, Caia
Financial professional with nearly two decades of experience at two global, multi-asset investment management firms and a full service institutional investment consultant. Top-level partner to senior investment and product personnel by positioning a wide range of complex investment strategies to enhance portfolio outcomes.
Listed skills include Alternative Investments, Wealth Management, Portfolio Management, Series 63, and 11 others.
Jared Pratt, Cfa, Caia's current company
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Jared Pratt, Cfa, Caia work experience
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Svp, Sr. Investment Analyst
Client Portfolio Manager
Current
Vice President
- Delivered asset allocation, portfolio construction, and product positioning insights to financial advisors and external wholesalers, in person or over the phone- Created portfolio proposals, factor compositions, stress test hypotheticals, and other analytics using advanced software- Collaborated on primary firm initiative to implement and rollout.
Assistant Vice President
- Guided team of four analysts through two direct manager transitions and 50% increase in volume of Sales requests, serving as unofficial team leader to achieve consistent output and meet deadlines, within compliance guidelines- Improved data analysis and pipeline tracking in collaboration with IT to enhance advisor targeting and inform management.
Senior Product Analyst
- Analyzed financial advisors’ full mutual fund/ETF/SMA models, partnering with Sales members to articulate and discuss asset allocation, diversification, and competitive positioning points with financial advisors- Team achieved 100% increase in demand YOY for competitive analytics/advisor talking points from the 125+ member Sales team
Product Analyst
- Developed and enhanced competitive analytics for Sales and Product teams- Contributed ideas and content to marketing and sales campaigns for Nuveen’s 100+ mutual fund and SMA products
Research Communications Associate
- Managed over 20 external firm relationships to grow/retain assets with research teams that oversaw recommended lists and firm models- Analyzed and communicated the process, performance, positioning, and outlook of 16 products across multiple asset classes- Presented to selection committees of institutional investors, 529 plans, and HNWI for finals.
Colleagues at Meketa Investment Group
Other employees you can reach at meketagroup.com. View company contacts for 205 employees →
Shawn Bowen
Colleague at Meketa Investment Group
Miami, Florida, United States, United States
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Luke Riela, Cfa
Colleague at Meketa Investment Group
Carlsbad, California, United States, United States
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Colin Hill
Colleague at Meketa Investment Group
Wethersfield, Connecticut, United States, United States
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Teresa Barros
Colleague at Meketa Investment Group
Stoughton, Massachusetts, United States, United States
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Laroy Brantley
Colleague at Meketa Investment Group
Westwood, Massachusetts, United States, United States
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AW
Alli Wallace Stone, Cfa
Colleague at Meketa Investment Group
Greater Chicago Area, United States
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MD
Margret Duvall
Colleague at Meketa Investment Group
Evanston, Illinois, United States, United States
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Zachary Driscoll, Cfa
Colleague at Meketa Investment Group
Greater Boston, United States
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Eric Larsen
Colleague at Meketa Investment Group
Denver, Colorado, United States, United States
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AH
Anne Hayes
Colleague at Meketa Investment Group
Norfolk, Massachusetts, United States, United States
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Jared Pratt, Cfa, Caia education
Frequently asked questions about Jared Pratt, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Jared Pratt, Cfa, Caia work for?
Jared Pratt, Cfa, Caia works for Meketa Investment Group.
What is Jared Pratt, Cfa, Caia's role at Meketa Investment Group?
Jared Pratt, Cfa, Caia is listed as SVP, Consultant at Meketa Investment Group at Meketa Investment Group.
What is Jared Pratt, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @meketagroup.com for Jared Pratt, Cfa, Caia at Meketa Investment Group.
Where is Jared Pratt, Cfa, Caia based?
Jared Pratt, Cfa, Caia is based in Albuquerque-Santa Fe Metropolitan Area, United States, United States while working with Meketa Investment Group.
What companies has Jared Pratt, Cfa, Caia worked for?
Jared Pratt, Cfa, Caia has worked for Meketa Investment Group, Meketa Capital, Nuveen, Nuveen Investments, and Thornburg Investment Management.
Who are Jared Pratt, Cfa, Caia's colleagues at Meketa Investment Group?
Jared Pratt, Cfa, Caia's colleagues at Meketa Investment Group include Shawn Bowen, Luke Riela, Cfa, Colin Hill, Teresa Barros, and Laroy Brantley.
How can I contact Jared Pratt, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Jared Pratt, Cfa, Caia at Meketa Investment Group, including work email, phone, and LinkedIn data when available.
What schools did Jared Pratt, Cfa, Caia attend?
Jared Pratt, Cfa, Caia holds B.B.A., Finance, Summa Cum Laude from The University Of New Mexico - Robert O. Anderson School Of Management.
What skills is Jared Pratt, Cfa, Caia known for?
Jared Pratt, Cfa, Caia is listed with skills including Alternative Investments, Wealth Management, Portfolio Management, Series 63, Investment Strategies, Investments, Asset Management, and Investment Management.
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