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Jarrott Heath, CFA®, CAIA

Director of Investments

Jarrott Heath, CFA®, CAIA is the Director of Investments at Comperio Retirement Consulting, based in Raleigh, North Carolina.12 He joined the company in May 2018 and serves as co-Chair of the Investment Committee.12 In his role, Heath leads investment research and manager due diligence for various asset classes, guides macro-economic forecasts, and oversees asset allocation recommendations.12

Heath has an extensive background in finance and business:

  1. Education:

    • MBA from the University of Cincinnati College of Business (2000-2002)1
    • BBA in Financial Services from the University of North Florida (1990-1992)1
  2. Professional Certifications:

    • Chartered Financial Analyst (CFA)2
    • Chartered Alternative Investment Analyst (CAIA)2
  3. Previous Experience:

    • Principal Consultant at Heath Consulting LLC (2016-2018)1
    • Manager - Portfolio 71 Conversion Program at Parksite (2013-2015)1
    • Territory (Sales) Manager at Parksite (2006-2012)1
    • Co-Founder, Financial Officer, Sales Manager at The Heath Company (1995-2006)1

At Comperio Retirement Consulting, Heath combines in-house analytics with third-party research to provide comprehensive investment strategies for clients.2 His expertise spans equity, fixed income, alternative assets, and multi-asset strategies.2

Jarrott Heath's LinkedIn username is indeed jarrottheath, as mentioned in the query.1

Highlights

Mar 1 · comperiorc.com
Jarrott Heath, CFA®, CAIA - Comperio Retirement Consulting, Inc.

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Jarrott Heath, CFA®, CAIA
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Location

Raleigh, North Carolina, United States