Jared Kizer, CFA is Chief Investment Officer for Buckingham and the BAM ALLIANCE, a community of more than 140 independent wealth management firms across the country. And while it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He also chairs the firm’s Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop its investment strategy recommendations.

In 2008, Jared co-authored the book “The Only Guide to Alternative Investments You’ll Ever Need” with financial author Larry Swedroe. Jared has written several articles on topics including retirement planning and investment policy. His work has been published in The Journal of Portfolio Management, Journal of Indexes, indexuniverse.com, AdviceIQ.com, Morningstar.com and USA Today. Jared has also made appearances on local and national television, including Bloomberg Television.

Jared began his career at Buckingham as an investment advisor associate, served in various investment advisory capacities from 2003 to 2008 and then rejoined the firm in 2010. For the previous two years, Jared was an investment strategies analyst at NISA Investment Advisors, a firm based in  St. Louis that manages fixed income portfolios for institutional clients. Jared holds a master’s degree in finance from Washington University in St. Louis.  He lives in Ladue, Missouri, with his wife and children.

To learn more about The BAM ALLIANCE or to find an independent member firm, please visit www.TheBAMAlliance.com. To learn more about Buckingham, visit www.BuckinghamAdvisor.com.

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