Relationship Manager and Financial Planning Manager
Jared Markson is a Relationship Manager and the Financial Planning Manager at Lake Street Advisors. He is responsible for leading teams that deliver holistic wealth advice and family office services to clients. Jared enjoys collaborating with clients in the areas of strategic philanthropy, impact investing, and legacy planning. He also manages the firm’s team of Financial Planners.
Prior to joining Lake Street in 2019, Jared was Chief of Staff at Easterly, an asset management holding company and single-family office. Previously, he served as Vice President at BlueTown, a Danish social enterprise providing rural internet connectivity to the developing world. Prior to BlueTown, Jared spent eight years at Hall Capital Partners, a San Francisco–based independent investment advisor. As Senior Relationship Manager, Jared led teams delivering financial advice and global multi-asset class portfolio administration to families, foundations, and endowments. Jared began his career at Symphony Asset Management.
Originally from Massachusetts, Jared earned his BA from the Elliott School of International Affairs at The George Washington University. Since returning to New England after 11 years in San Francisco, Jared discovered his green thumb and can often be found in his garden during the growing season. Jared lives in the Portsmouth, NH area with his wife, Millie, and their son, Sam.