Jared Andrew Nishida

Analyst-Equity chez Oxford Financial Group Ltd.

Profil

Mr. Jared A. Nishida, CFA, is a Managing Director & Oxford Investment Fellow at Oxford Financial Group Ltd. His main responsibilities are investment research, manager due diligence and developing customized asset allocations.
His expertise also includes addressing investment issues with clients and advising on specific portfolio questions.
In addition, he helps oversee implementation in all phases of the investment management process.
Before joining Oxford in 2010, Mr. Nishida was an Investment Analyst at KSM Capital Advisors, LLC (KSMCA), a registered investment advisor.
In his role, he directed the research efforts for the firm and was a member of the Investment Committee.
He also guided the management of KSMCA’s discretionary portfolios and assisted in client meetings.
A graduate of Taylor University, Jared holds a Bachelor’s degree in Business Administration.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Minnesota.
He received his undergraduate degree from Taylor University.

Postes actifs de Jared Andrew Nishida

Sociétés	Poste	Début
Oxford Financial Group Ltd.	Analyst-Equity	01/04/2010