Jared Plotz, CFA

Director of Research at Ulland Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Minneapolis-St. Paul Area

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Credentials

  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute

Experience

  • Ulland Investment Advisors
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Director of Research
      • Jan 2017 - Present

  • Cornerstone Capital Management
    • Greater Minneapolis-St. Paul Area
    • Analyst
      • Apr 2013 - Dec 2016

      I covered many industries as part of a fundamental equity growth strategy team. I eventually took over responsibility for the Energy & Materials sectors, then adding Industrials & Transports thereafter. I covered many industries as part of a fundamental equity growth strategy team. I eventually took over responsibility for the Energy & Materials sectors, then adding Industrials & Transports thereafter.

  • Baird
    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Research Analyst
      • Jul 2011 - Feb 2013

      Global Auto & Truck Analyst Expanded analysis of global industry trends Global Auto & Truck Analyst Expanded analysis of global industry trends

  • The Henry Fund
    • Equity Research Analyst
      • Jan 2010 - Dec 2010

      Research analyst covering the Healthcare sector. Covered securities included Medtronic, Stryker, MedcoHealth Solutions, and Thermo Fisher. Research analyst covering the Healthcare sector. Covered securities included Medtronic, Stryker, MedcoHealth Solutions, and Thermo Fisher.

  • The Leuthold Group, L.L.C.
    • Summer Intern
      • May 2010 - Aug 2010

  • Carleton College Investment Office
    • Summer Intern
      • Jun 2009 - Aug 2009

      - Formed hedge fund OLS regression models to predict hedge fund performance. -Drafted an Investment Policy Statement (IPS) for the college's 403(b) retirement plan for faculty and staff. - Helped to create the quarterly reporting booklet. - Formed hedge fund OLS regression models to predict hedge fund performance. -Drafted an Investment Policy Statement (IPS) for the college's 403(b) retirement plan for faculty and staff. - Helped to create the quarterly reporting booklet.

  • Ulland Investment Advisors
    • Investment Research Intern
      • Mar 2008 - Sep 2008

      • Identified potential new investment opportunities and conducted extensive research and analysis to compose 15-20 page reports on numerous equities, trusts, ETF’s, and industries • Presented reports to managers in research meetings and provided initial recommendations, some of which were utilized in client investment portfolios • Authored an article published in the Minneapolis Star Tribune on investments in US markets by sovereign wealth funds • Performed a comprehensive review of the firm’s securities allocation across sectors to reposition portfolio styles in accordance with investment goals Show less

Education

  • The University of Iowa Tippie College of Business
    MBA, Finance, Investment Management
    2009 - 2011
  • Carleton College
    B.A., Economics, Political Economy
    2005 - 2009

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