• CPA Candidate
  • MS in Analytics, Villanova University
  • BS in Accounting and Finance, Western New England University

Jared Wolfe

Wealth Management Specialist

Adaptable, Professional, Accountable

Jared is responsible for general bookkeeping duties, bill pay, processing accounts payable and
vendor management. Jared is also integral to other of our Family Office Accounting Team’s services including account reconciliations and supporting the preparation of client balance sheet and cash flow reports. His role helps our valued clients navigate the most complex financial information with ease.

Prior to joining us, Jared served as a PCS Assurance Intern at PwC (PricewaterhouseCoopers) and both a Model Risk Management Intern and an Internal Audit Intern at New York Community Bancorp. He also gained valuable experience working within the Women’s Health and Finance
departments during his X-Ray Products Business Line Internship at Siemens Healthineers.

Jared lives GMAG’s commitment to our community and has volunteered repeatedly with Habit for Humanity to build or renovate homes for families in need. He enjoys playing and watching sports, exercising, and cooking. He recently played American football professionally in