
Jared Quinn
Head of Financial Planning
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.
With a background in advisory services and portfolio management and education in economics, Jared offers the team a breadth of industry knowledge and perspective. With over ten years of experience working with the following companies, Morgan Stanely, Merrill Lynch and Raymond James, along with leadership positions in wealth management and investment strategy, he is certified as a CFP®, CIMA® and now CFA®.
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.