Jared Plotz Email & Phone Number

Director of Research @ Ulland Investment Advisors

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Jared Plotz Location

Saint Paul, MN, US

Jared Plotz Work

2017 - now Director of Research @ Ulland Investment Advisors
2013 - 2016 Analyst @ Cornerstone Capital Management
2011 - 2013 Equity Research Analyst @ Baird
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2010 - 2010 Equity Research Analyst @ The Henry Fund
2010 - 2010 Summer Intern @ The Leuthold Group, L.L.C.
2009 - 2009 Summer Intern @ Carleton College Investment Office
2008 - 2008 Investment Research Intern @ Ulland Investment Advisors

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Jared Plotz Education

The University of Iowa Tippie College of Business
MBA (Finance, Investment Management)
2009 - 2011
Carleton College
B.A. (Economics, Political Economy)
2005 - 2009

Jared Plotz Skills

DCF
Investments
Hedge Funds

Financial Analysis
Valuation
Portfolio Management
Equities
Asset Allocation
Management
Securities

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Jared Plotz Summary

Jared Plotz, based in Saint Paul, MN, US, is currently a Director of Research at Ulland Investment Advisors. Jared Plotz brings experience from previous roles at Cornerstone Capital Management, Robert W. Baird & Co., The Henry Fund and The Leuthold Group, L.L.C.. Jared Plotz holds a 2009 - 2011 MBA in Finance, Investment Management @ The University of Iowa Tippie College of Business. With a robust skill set that includes DCF, Investments, Hedge Funds, Financial Analysis, Valuation and more. Jared Plotz has 2 emails and 2 mobile phone numbers on RocketReach.

Jared Plotz Emails

Found 2 emails

Jared Plotz Phone Numbers

Found 5 phone numbers

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Others Named Jared Plotz

Jared Plotz

Director of Research at Ulland Investment Advisors

Saint Paul, MN, US
2
- gmail.com
- ullandinvestment.com
5
- +1 320-583-XXXX
- +1 952-229-XXXX
- +1 651-769-XXXX
- +1 612-312-XXXX
- +1 212-938-XXXX

View Similar Profiles

Top Ulland Investment Advisors Employees

James Skjong

Director of Trading, Operations and Compliance at Ulland Investment Advisors

Minneapolis, MN, US
2
- gmail.com
- ullandinvestment.com
4
- +1 507-247-XXXX
- +1 612-312-XXXX
- +1 612-239-XXXX
- +1 612-239-XXXX
Jared Plotz

Director of Research at Ulland Investment Advisors

Saint Paul, MN, US
2
- gmail.com
- ullandinvestment.com
5
- +1 320-583-XXXX
- +1 952-229-XXXX
- +1 651-769-XXXX
- +1 612-312-XXXX
- +1 212-938-XXXX

View Similar Profiles

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