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Jared J. Ruxer, CFA

“The values most important to me are honesty, transparency, and continuous improvement. I see those values reflected in all my coworkers here—every single one of them. That's why I love coming in to work here every day, because I know I'm working with good people who want to be better and want to do better for clients.”

About Jared

While playing baseball at the University of Louisville, Jared majored in accounting and finance. He skipped his senior season when he was drafted by the Los Angeles Angels and graduated early.

After pitching in the minor leagues for four years, Jared attended Indiana University and earned a master’s degree in business analytics. He joined Woodley Farm Manion Portfolio Management as a portfolio manager and research analyst in 2019. He is a Chartered Financial Analyst.

Jared also hiked Mount Kilimanjaro, a dormant volcano in Tanzania, and successfully made it to the Summit.


BS in Accounting and Finance from University of Louisville MS in Business Analytics from Indiana University Chartered Financial Analyst


Hiking Tennis Bourbon

Every journey begins with the first step. We’re ready to join yours.