As our Senior Investment Portfolio Associate, Jan joined the team in 2012 and assists in all functions of the business, including portfolio creation, implementation, monitoring, and reporting. Jan’s prior experience as an analyst with a local multi-family office provides him with an array of experience in portfolio management and servicing ultra-high net worth clientele.
Jan earned his bachelor’s degree in Investment Finance from the University of North Florida before returning to South Florida to earn his Master in Business Administration from Florida Atlantic University. Jan holds the Series 7 & 66 licenses, the Accredited Investment Fiduciary® designation, and the Certified Investment Management Analyst® certification (administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School of the University of Pennsylvania).
Jan is originally from Bonn, Germany, and was raised in Fort Lauderdale, Florida. Jan is fluently bilingual, an avid angler & free diver, and enjoys playing tennis in his free time. Jan resides in Boca Raton, Florida with his wife Alex and daughter Ava.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.