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Jared S. D'Orazio

Senior Manager | Investment Strategist at CAPTRUST

Jared S. D'Orazio has a comprehensive work experience in the financial industry.

Jared S. is currently working at CAPTRUST as the Manager and Investment Strategist, a position they started in January 2023. Prior to this, they served as the Senior Analyst and Investment Strategist from March 2021 to December 2022.

Before joining CAPTRUST, Jared worked at RBC Wealth Management. Jared S. held the role of Investment Associate and Private Client Group from January 2017 to March 2018. Jared S. also worked as a Registered Associate in the Private Client Group from September 2015 to December 2016.

In addition to these roles, Jared was an Analyst in Portfolio Management at CAPTRUST from January 2020 to February 2021. Jared S. also served as a Senior Associate in Portfolio Management from March 2018 to December 2019.

Overall, Jared S. D'Orazio's work experience showcases their expertise in investment strategy, portfolio management, and private client services.

Jared S. D'Orazio completed their Master of Business Administration (MBA) degree in Finance at UNC Kenan-Flagler Business School from 2020 to 2022. Prior to that, they obtained a Bachelor of Science in Business Administration (B.S.) with a concentration in Finance from North Carolina State University between 2011 and 2015. Additionally, they hold certifications in Series 7, Series 66, and SIE Securities Licenses from FINRA, although the exact year and month of obtaining these certifications are unspecified.

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