Jarrott Heath, CFA®, CAIA

Jarrott Heath, CFA®, CAIA, is a seasoned professional with a strong background in investments and finance.

He currently holds the position of Head of Investments at a leading pension consulting firm, where he applies his expertise in investment management.

Jarrott Heath is a CFA Charterholder, demonstrating his commitment to the highest standards of professionalism and ethical conduct in the field.

He has an impressive educational background, with a Master of Business Administration (MBA) in Business Administration from the University of Cincinnati Carl H. Lindner College of Business.

Additionally, he holds a Bachelor of Business Administration (BBA) in Finance from the University of North Florida - College of Business Administration, further solidifying his knowledge in the financial domain.

Prior to his current role, Jarrott Heath has held significant positions in various reputable organizations.

He served as the Director of Investments at Comperio Retirement Consulting, where he honed his skills in advising on investment strategies and solutions.

Moreover, he excelled as the Principal Consultant at Heath Consulting LLC, showcasing his ability to provide expert guidance on financial matters.

His experience also includes roles such as Manager of the Portfolio 71 Conversion Program and Territory (Sales) Manager at Parksite, where he gained valuable insights into portfolio management and sales strategies.

Furthermore, Jarrott Heath has entrepreneurial experience, having co-founded The Heath Company and served as its Financial Officer and Sales Manager.

Jarrott Heath's insights and opinions on investments are shared on social media; however, it is important to note that his tweets are not considered investment advice and do not represent the views of his current firm.

With a diverse professional background and a strong educational foundation, Jarrott Heath is a respected figure in the investment and finance industry, bringing a wealth of knowledge and expertise to his role.

His dedication to continuous learning and professional development, as evidenced by his CFA and CAIA designations, positions him as a valuable asset in the financial sector.