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 @
- 2013 -2016 Analyst @ Cornerstone Capital Management
- 2011 -2013 Equity Research Analyst @
- 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
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
- Financial Modeling
- Bloomberg
- Equity Valuation
- Mutual Funds
- Equity Research
- Fixed Income
- Analysis
- Data Analysis
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.
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