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Jared Siegel, BFA™, CEPA®

Partner at Delap Wealth Advisory

Jared Siegel, BFA™, CEPA®, is a seasoned wealth Partner known for providing top-notch advice to high-net-worth families to enhance after-tax outcomes.

He holds an MBA in Finance & Accounting from the University of Oregon Lundquist College of Business, a Bachelor's degree in Management and Marketing from the University of Oregon, and attended Jesuit High School.

Jared has held key roles in various organizations including being a Partner at Delap Wealth Advisory, Chief Development Officer (CDO) at Delap LLP, Territory Manager at Hologic, Investment Advisor at Lighthouse Strategic Advisors, and Marketing Representative at Federated Insurance.

Jared Siegel, BFA™, CEPA®
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Location

Portland, Oregon Metropolitan Area