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Jared Quinn

Head of Financial Planning and Investment Operations

Jared Quinn is the Head of Financial Planning and Investment Operations at Focus Forward. He takes on leadership roles in the firm's financial planning and investment operations teams. His responsibilities include overseeing financial plan development, conducting investment committee research and presentations, managing trade execution, maintaining models, and driving operational processes to allow more time devoted to clients.

Jared has over ten years of experience working with firms such as Morgan Stanely, Merrill Lynch and Raymond James in leadership positions in wealth management, investment strategy, and financial planning. Jared has earned an MBA with a concentration in Investment, has earned the CFP® and CIMA® designations, and is CFA® Charterholder. With his background in advisory services and portfolio management, along with his education in economics, Jared offers the team a breadth of industry knowledge and perspective.

Jared strongly values Accepting Growth, which drives his strong commitment to the importance of long-lasting relationships, partnerships, and connections. He promotes this value through delivering research-driven solutions that come from hard work and un comfortability. The value promotes the reward of clients achieving their goals, which empowers the advisors in their work.

In Focus Forward, Jared enjoys most the ability to design and implement financial and investment strategies that are directly fighting to improve client specific outcomes. This improvement is rewarding as it creates more space for deep and impactful advisor- client relationships. Jared impacts the drive and direction of Focus Forwards financial planning and investment operations which provides high quality solutions.

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