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Jared Overlee, CAIA, CIMA® - Email & Phone Number

Senior Client Portfolio Manager at Royce Investment Partners

Jared Overlee, CAIA, CIMA® is based out of Chatham, New Jersey, United States and works at Royce Investment Partners as Senior Client Portfolio Manager.

Jared Overlee, CAIA, CIMA®'s Contact Information

Latest update
September 10, 2024
Location
Chatham, New Jersey, United States

Jared Overlee, CAIA, CIMA®'s Work History

Senior Client Portfolio Manager
Royce Investment Partners
Aug 2024 - Present
Regional Investment Specialist
Royce Investment Partners
May 2021 - Aug 2024
Vice President, Account Manager
PIMCO
Jul 2017 - May 2021
Senior Associate, Hybrid Advisor Consultant
PIMCO
Oct 2012 - Jul 2017
Mutual Fund Sales Consultant
Janus Henderson Investors
Feb 2012 - Oct 2012

Jared Overlee, CAIA, CIMA®'s Education

Bachelor of Science (B.S.)
2003 - 2007

Jared Overlee, CAIA, CIMA®'s Skills

Series 63
Mutual Funds
Fixed Annuities
Series 7
Retirement Planning
Variable Annuities

Jared's current employer

Royce Investment Partners logo

Royce Investment Partners

Description
HQ Location
New York, NY, United States
Number of employees
51-200
Industry
Investment Management
Latest update
May 1, 2024

Frequent questions about Jared Overlee, CAIA, CIMA®

What company is Jared Overlee, CAIA, CIMA® working for?
Jared Overlee, CAIA, CIMA® works for Royce Investment Partners.
What is Jared Overlee, CAIA, CIMA®'s function at Royce Investment Partners?
Jared Overlee, CAIA, CIMA® is Senior Client Portfolio Manager at Royce Investment Partners.
Where is Jared Overlee, CAIA, CIMA® based?
Jared Overlee, CAIA, CIMA® is based out of Chatham, New Jersey, United States.
Who are Jared Overlee, CAIA, CIMA®'s co-workers?
Jared Overlee, CAIA, CIMA®'s colleagues are Lisa Kocay, Michael Connors, Joanne Newgard, Francis Gannon, John Davis, John McNulty, Steve Clark, Gunjan Banati, Mark Fischer, Jag Sriram, Mark Rayner, Bruno Lavion, Christopher Clark, Lindsay Cobb, Daniel Madden, Tara Francoeur, Dean Diongson, John Diederich, Brendan Hartman, Thomas Graves, Kaitlin Necakov, Christopher LaTerza, Adrianne Boynton, JoAnne Gaug, Kavitha Venkatraman, George Necakov, Christopher Testa, Zach Weiss, Anthony Jennings, David Wilson, Jason Terry, Dmitriy Antonov, Charlie Dreifus.
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Jared's co-workers

Lisa Kocay avatar
Lisa Kocay
Content Management Coordinator
Michael Connors avatar
Michael Connors
Portfolio Manager, Director of Portfolio Analytics
Joanne Newgard avatar
Joanne Newgard
Director of Advisor Services
Francis Gannon avatar
Francis Gannon
Co-Chief Investment Officer, Managing Director
John Davis avatar
John Davis
Director of Communications
John McNulty avatar
John McNulty
Director of Business Administration & Broker Relationships
Steve Clark avatar
Steve Clark
Co-Head of Distribution
Gunjan Banati avatar
Gunjan Banati
Chief Risk Officer, Managing Director
Mark Fischer avatar
Mark Fischer
Director of International Research, co-Lead Portfolio Manager
Jag Sriram avatar
Jag Sriram
Senior Analyst and Director of Strategic Research
Mark Rayner avatar
Mark Rayner
Lead Portfolio Manager
Bruno Lavion avatar
Bruno Lavion
Director of Fund Services
Christopher Clark avatar
Christopher Clark
Co-Chief Investment Officer, Managing Director
Lindsay Cobb avatar
Lindsay Cobb
Co-Head of Distribution
Daniel Madden avatar
Daniel Madden
Director-Alternative Investments
Tara Francoeur avatar
Tara Francoeur
Director, Sales and Marketing Integration
Dean Diongson avatar
Dean Diongson
Director of Information Technology
John Diederich avatar
John Diederich
Chief Operating Officer
Brendan Hartman avatar
Brendan Hartman
Portfolio manager
Thomas Graves avatar
Thomas Graves
Research Analyst
Kaitlin Necakov avatar
Kaitlin Necakov
Data Science Intern
Christopher LaTerza avatar
Christopher LaTerza
Office Manager
Adrianne Boynton avatar
Adrianne Boynton
Accountant
JoAnne Gaug avatar
JoAnne Gaug
Administrative Assistant
Kavitha Venkatraman avatar
Kavitha Venkatraman
Assistant Portfolio Manager
George Necakov avatar
George Necakov
PM
Christopher Testa avatar
Christopher Testa
Senior Analyst
Zach Weiss avatar
Zach Weiss
Senior Analyst
Anthony Jennings avatar
Anthony Jennings
Regional Investment Specialist
David Wilson avatar
David Wilson
Senior Compliance Officer
Jason Terry avatar
Jason Terry
Distributor Services & Relationship Management
Dmitriy Antonov avatar
Dmitriy Antonov
Senior Software Developer
Charlie Dreifus avatar
Charlie Dreifus
portfolio manager
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