Jewell Ward

Jewell Ward is a financial services professional currently working as a Regional Director at Dimensional Fund Advisors (DFA).13 She is based in Charlotte, North Carolina.34

Professional Background

Jewell Ward's career trajectory at Dimensional Fund Advisors includes:

• Starting as an Associate in July 20195
• Progressing to her current role as Regional Director3

Prior to joining DFA, Ward worked at Bank of America as a Finance Analyst from June 2017 to July 2019.5

Education

Jewell Ward received her education from Appalachian State University.3 She maintains a connection with her alma mater, serving on the Board of Advisors for the Department of Finance, Banking and Insurance at Appalachian State University.2

Skills and Expertise

Given her role at Dimensional Fund Advisors, a firm known for developing institutional portfolios structured along the dimensions of risk and return1, Jewell Ward likely has expertise in:

• Investment management
• Financial analysis
• Client relations
• Institutional portfolio strategies

Dimensional Fund Advisors, where Ward works, is a registered investment advisor that manages significant assets for various institutional clients and works with numerous registered financial advisors.1