Chief Investment Officer
Buckingham Wealth Partners
Jared Kizer, CFA
Jared Kizer is Chief Investment Officer for Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. And while it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He also chairs the firm’s Investment Policy Committee, which evaluates findings from academic research and applies that learning to develop its investment strategy recommendations.
Jared’s passion for education doesn’t end with Buckingham. In 2008, Jared co-authored the book “The Only Guide to Alternative Investments You’ll Ever Need” with financial author Larry Swedroe. Jared has written several articles on topics including retirement planning and investment policy. His work has been published in The Journal of Portfolio Management, Journal of Indexes, indexuniverse.com, AdviceIQ.com, Morningstar.com and USA Today. He maintains a blog at MultifactorWorld.com. Jared has also made appearances on local and national television, including Bloomberg Television.
Jared began his career at Buckingham as an investment advisor associate, an investment advisor from 2003 to 2008 and then rejoined the firm in 2010. For the previous two years, Jared was an investment strategies analyst at NISA Investment Advisors, a firm in St. Louis that manages fixed income portfolios for institutional clients. Jared holds a master’s degree in finance from Washington University in St. Louis.