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Jared Toren

Finance Chief of Staff, personal CFO and strategic advisor to entrepreneurs

Jared Toren is an experienced financial professional providing guidance to entrepreneurs as their finance Chief of Staff.

With expertise in wealth management, tax, estate, and investment strategies, he helps clients navigate complexities and find the best solutions tailored to their needs.

Jared Toren holds a BA in Finance and Economics from the Isenberg School of Management at UMass Amherst.

He has held key positions in various organizations including Proper Wealth of Apollon, Proper Wealth Management, Big Brothers Big Sisters of Central Texas, Spout Software, Inc, UBS, Morgan Stanley Wealth Management, Credit Suisse, Eagle Rock Capital, LLC, Echotrade, and Congress Financial.

Highlights

Aug 6 · PR Web
Austin, Texas Wealth Management CEO Receives Peer-Based Recognition Award for Exceptional Service and Professionalism - PR Web
Aug 7 · PR Web
Texas Monthly Magazine Publishes Jared Toren of Proper Wealth Management in the exclusive list of 2016 Five Star Wealth Managers - PR Web
Jared Toren
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Location

Austin, Texas, United States