Jared Banner - BDO Boston

Jared B. Banner

Senior Wealth Manager

CFP

BDO Boston

617-239-4153

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Executive Summary

Jared Banner is a senior wealth manager and wealth advisor for BDO Wealth Advisory in Boston. Jared works closely with high-net-worth families and their related trusts, businesses, and entities to provide advice on all facets of financial planning and investment management.

Prior to partnering with BDO, Jared worked as a senior manager in Andersen Tax’s Investment Consulting Services group and as a financial advisor at UBS Financial Services. 

Jared is a Certified Financial Planner™ and an active member of the Boston Chapter of the Penn State Alumni Association. Jared is heavily involved in Boston’s venture-backed and early-stage community. He makes regular appearances at Cambridge, Massachusetts’ Cambridge Innovation Center and Boston’s District Hall. He is also a member of Walnut Ventures – a group of experienced entrepreneurs and executives who invest in and mentor Boston area seed and early stage companies with technology-based B2B or B2C products.

Professional Affiliations

Boston Chapter of Certified Financial Planners

Education

MBA, Penn State University
B.S., Business Economics, Penn State University

Community Involvement

Stone Zoo, Stoneham, Massachusetts