Jared J. Cutler

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Consumer Services

Profile

Mr. Jared J.
Cutler is Vice President-Investments & Wealth Management at Conrad Capital Management, Inc. He joined the firm in July 2010.
He started his career in 2000 as a proprietary equity trader for Schonfeld Securities.
After three successful years of trading on the domestic equities desk, he was recruited to join Merrill Lynch in the Global Private Client Group as a Financial Advisor.
During his 5 year tenure he became a Certified Financial Manager.
Mr. Cutler graduated from the University of Arizona in 2000 with a Bachelors of Science degree in Business Administration, where he held a duel major in Finance and Management.

Former positions of Jared J. Cutler

Companies	Position	End
Conrad Capital Management, Inc. Conrad Capital Management, Inc. Investment ManagersFinance CCM’s equity investment approach seeks to acquire companies held for at least a year to capitalize on the more favorable long-term capital gains tax treatment. They utilize a top-down approach to the investment process, demographically driven and filtering down to specific companies. For Fixed Income, the firm generally recommends municipal bonds in taxable accounts and investment grade quality corporate bonds and/or treasuries in tax-deferred accounts to maximize after-tax returns. CCM seeks to reduce volatility by acquiring fixed income products that have staggered or laddered maturities. They also use mutual funds and ETF as well as alternative investments.	Portfolio Manager-Equities	31/12/2012
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Corporate Officer/Principal	01/01/2008
Schonfeld Securities LLC Schonfeld Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Trading-Equity	01/12/2002

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Linked companies

Private companies	4
Schonfeld Securities LLC Schonfeld Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Arizona University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable	Finance
Conrad Capital Management, Inc. Conrad Capital Management, Inc. Investment ManagersFinance CCM’s equity investment approach seeks to acquire companies held for at least a year to capitalize on the more favorable long-term capital gains tax treatment. They utilize a top-down approach to the investment process, demographically driven and filtering down to specific companies. For Fixed Income, the firm generally recommends municipal bonds in taxable accounts and investment grade quality corporate bonds and/or treasuries in tax-deferred accounts to maximize after-tax returns. CCM seeks to reduce volatility by acquiring fixed income products that have staggered or laddered maturities. They also use mutual funds and ETF as well as alternative investments.	Finance