Jared Uribe-Sullivan

Jared Uribe-Sullivan, CFA®, CFP®, is an Investment Strategist and Portfolio Manager at Legacy Advisors in Conshohocken, PA, where he analyzes and researches investment strategies as part of the Investment Advisory Services Group. His responsibilities include managing total portfolio solutions for clients, combining investment research with strategic asset allocation to achieve client objectives.

Jared focuses on multi-asset portfolio construction and actively researches a broad range of asset classes, applying expertise across traditional investments and alternative assets, including private equity and venture capital, to deliver customized portfolios supporting legacy and wealth transfer goals. His prior experience includes serving as a Venture Capital Analyst at Greenspring Associates and as an Investment Analyst at Threshold Group, giving him insight into private markets and sophisticated institutional investing, particularly in venture and wealth management sectors.

He holds dual Bachelor of Science degrees in Finance and International Business from Villanova University, and his professional qualifications include the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. Through his comprehensive investment background and advanced credentials, Jared contributes thoughtful, research-based solutions and strategic leadership for Legacy Advisors’ clients.