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Jared Hobson CFA®

Senior Portfolio Manager, CFA

With round-the-clock access to reports from financial prognosticators, podcasters, and Wall Street pundits, it takes a discerning eye to identify advantageous investments. Chartered Financial Analyst Jared Hobson, the firm’s Senior Portfolio Manager, brings that expertise to the table.

“In this day and age, the amount of information generated about the economy and securities is frankly too much,” said Jared. “You can get caught up in data points and at the end of the day there are only a handful of factors that truly matter. It’s important to know how to cut through the noise.”

Jared’s insight, investment experience, and quest for credible information gives him an advantage when evaluating stock performance, economic trends, and individual company dynamics. His approach aligns well with Wambolt’s focus on an active investment strategy – investigating individual securities that could add value and healthy returns – as opposed to a more passive approach that only gives clients broad exposure to the market.

Jared’s professional background includes posts as an equity analyst, investment manager for institutional clients, and a portfolio manager for businesses and high-net-worth clients. He also managed public equities and was on the investment committee for a firm that focused on the nonprofit sector. He is a graduate of the University of Wisconsin where he earned a Bachelor of Business Administration – Finance degree, and he earned a Master of Business Administration at Cornell University’s Johnson Graduate School of Management.

Jared enjoys the Colorado lifestyle that provides a healthy balance between work and recreational activities such as skiing and Jeep off-roading. He and his wife of nearly 20 years have two daughters, and two male dogs “for balance.” Jared serves as board president of the Rocky Mountain Chapter of the Crohn’s & Colitis Foundation.