Enjoys connecting with people to better understand the complexities of their relationship with wealth.
Joined Lido: 2024
Homebase: Boulder, CO
Professional Focus: Experienced in investment management, family office, and financial planning capacities, Jaron focuses on navigating relationships, conversations, market dynamics, and financial goals to best position his clients’ wealth.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Economics, Texas Christian University
Previous Work Highlights: Began his financial career in Texas, working as an Investment Accounting Analyst at SEI Archway before moving on to RMB Capital, where he served as a Wealth Management Associate. He found his passion for family offices at Matter Family Office, where he worked as a Financial Consultant before making the move to Lido’s Boulder office.
Personal Facts: Jaron describes himself as “fun-loving”, always looking for his next adventure whether it’s skiing, camping, or travelling the world. He also enjoys rooting for his TCU football team and hanging out at a local coffee shop or brewery.
