As our Investment Portfolio Associate, Jan assists the team in all functions of the business, including portfolio creation, monitoring, and reporting. Jan’s prior experience as an Analyst with a local Multi-Family Office provides excellent attention to detail as well as experience in servicing high net worth clientele. Jan is originally from Bonn, Germany, moved to Florida as a child and was raised in Fort Lauderdale. Jan earned his bachelor’s degree in Investment Finance from the University of North Florida before returning to South Florida to earn his Master in Business Administration from Florida Atlantic University. Jan is fluently bilingual, an avid fisherman, and enjoys playing tennis. Jan currently has his Series 7 and 66 licenses and is pursuing his CIMA designation to better serve our clients.