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.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Group
Certification
Office
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.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
