Jared Andrew Nishida
Analyst-Equity at Oxford Financial Group Ltd.
Profile
Mr. Jared A.
Nishida, CFA, is a Managing Director 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, he was an investment analyst at KSM Capital Advisors, LLC, 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.
He holds a Bachelor’s degree in Business Administration from Taylor University.
He is also a member of the CFA Society of Indianapolis.
Jared Andrew Nishida active positions
Companies | Position | Start |
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Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Analyst-Equity | 2010-03-31 |
Training of Jared Andrew Nishida
Taylor University | Undergraduate Degree |
Experiences
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Linked companies
Private companies | 1 |
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Oxford Financial Group Ltd.
Oxford Financial Group Ltd. Investment ManagersFinance Oxford Financial Group Ltd. (Oxford) is a privately-held investment advisory firm headquartered in Carmel, Indiana. The firm was founded by Jeffrey H. Thomasson in 1981. Oxford provides a wide array of investment advisory services to families and institutions alike. Family clients span the range from individuals to multi-generational families. Their institutional clients include foundations, endowments and retirement plans. | Finance |
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