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
- Director of Research @ (January 2017 - Present)
- Analyst @ Cornerstone Capital Management (April 2013 - December 2016)
- Equity Research Analyst @ (July 2011 - February 2013)
- Equity Research Analyst @ The Henry Fund (January 2010 - December 2010)
- Summer Intern @ The Leuthold Group, L.L.C. (May 2010 - August 2010)
- Summer Intern @ Carleton College Investment Office (June 2009 - August 2009)
- Investment Research Intern @ Ulland Investment Advisors (March 2008 - September 2008)
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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