Jarrod serves as a strategic consultant within the family office advisory platform at 1900 Wealth Management. He conducts due diligence, assist with client coordination, and reviews investment strategies of alternative investment managers. He assist clients assess allocation decisions while providing clarity on investment structure, key terms, and exit strategies of various alternative investments. His background in audit and assurance, helps to provide clients with the knowledge to navigate sophisticated investment opportunities with confidence.
Prior to joining 1900 Wealth Management, Jarrod worked as an Audit and Assurance Manager at Deloitte, where he specialized in private equity. This experience provides him with a deep understanding of investor needs, operational considerations, and financial reporting complexities.
Jarrod is a Certified Public Accountant (CPA) in the state of Texas. He earned his Master of Accountancy and Bachelor of Business Administration from Baylor University in Waco, Texas.