Jarred Chamberlain, CFA

Jarred Chamberlain, CFA

Jarred Chamberlain is a Senior Managing Director at Clearstead, where he serves as a lead advisor to multi‑generational, highly complex families, predominantly venture capital general partners and technology entrepreneurs and executives. He has been working in the financial services industry since 2012 and joined Clearstead in 2026.

Jarred brings deep expertise in family office advisory, customized wealth planning, and high‑touch client service. His role extends beyond traditional investment, tax, and estate planning to function as a client’s chief of staff, coordinating and advising across all aspects of a client’s personal and financial life. Before joining Clearstead, Jarred began his career working in a single‑family office, where he developed a service‑first mindset focused exclusively on meeting the evolving needs of the family. Throughout Jarred’s career, he has demonstrated flexibility and a willingness to take on responsibilities beyond defined roles for the benefit of clients and teams.

Jarred obtained his Bachelor’s degree in Finance from Minnesota State University Moorhead and holds the CFA designation.