Investments
Jared Fregoe
Senior Investment Operations Analyst
As an Investment Operations Analyst, Jared supports the systems, processes, and reporting that enable advisory teams to deliver outstanding client experiences. He works closely with advisors, operations, and internal partners to ensure accuracy, efficiency, and consistency across investment operations.
Jared brings prior experience as a consultant with Envestnet Tamarac, a leading fintech software provider, where he worked with a broad range of RIAs to enhance operational efficiency. He applies a detail-oriented, analytical approach to solving operational challenges and supporting scalable growth.
He holds an MBA from Drexel University’s LeBow College of Business, as well as a BA in Business Analytics from SUNY Brockport. Originally from Bergen, New York, Jared now lives in Raleigh, North Carolina with his fiancée Jillian and their four cats, Romeo, Juliet, Benvolio, and Tybalt.