Jared S. Weiner

CFA®

Managing Director

  • Shareholder

Jared is a shareholder of the firm and Managing Director of Private Markets. He is a member of the Chief Investment Office and chairs the Private Market Investment Committee. Jared is also a Co-Founder and Investment Committee member of Cambrian Capital Management, which anchors and invests in lower and middle market private equity.

Previously, Jared was a partner with Veritable, LP, where he was the Director of Research and a member of the Investment Committee that oversaw the firm’s $17 billion investment program. During this time, he was a Co-Founder and participated on the Investment Committee of Archean Capital Partners, which successfully anchored six private equity managers with over $500 million of capital commitments. Jared joined Veritable in 2001 and his responsibilities included sourcing, diligence, negotiations, and recommendations of managers and investments to clients across investment opportunities globally.

Jared is a Fulbright Scholar in Economics and graduated with Highest Honors from Lehigh University with a BS in Finance. He is a CFA® charterholder and earned an MBA with a concentration in Strategic Asset Management from the Wharton School of the University of Pennsylvania. Jared currently serves as the President of the Wharton Alumni Club of Philadelphia, which is one of the Wharton’s largest and most active alumni clubs globally.

Jared and his wife are the proud parents of two daughters and live in the Philadelphia suburbs.

*The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked.

Group

Advisory Services

- Investment Research

Certification

CFA®

Office

Philadelphia Metro Area

Contact & Locations

Jared is a shareholder of the firm and Managing Director of Private Markets. He is a member of the Chief Investment Office and chairs the Private Market Investment Committee. Jared is also a Co-Founder and Investment Committee member of Cambrian Capital Management, which anchors and invests in lower and middle market private equity.

Previously, Jared was a partner with Veritable, LP, where he was the Director of Research and a member of the Investment Committee that oversaw the firm’s $17 billion investment program. During this time, he was a Co-Founder and participated on the Investment Committee of Archean Capital Partners, which successfully anchored six private equity managers with over $500 million of capital commitments. Jared joined Veritable in 2001 and his responsibilities included sourcing, diligence, negotiations, and recommendations of managers and investments to clients across investment opportunities globally.

Jared is a Fulbright Scholar in Economics and graduated with Highest Honors from Lehigh University with a BS in Finance. He is a CFA® charterholder and earned an MBA with a concentration in Strategic Asset Management from the Wharton School of the University of Pennsylvania. Jared currently serves as the President of the Wharton Alumni Club of Philadelphia, which is one of the Wharton’s largest and most active alumni clubs globally.

Jared and his wife are the proud parents of two daughters and live in the Philadelphia suburbs.

*The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked.

Offices

Scottsdale, AZ

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Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

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