“The constantly evolving nature of investment management creates the need to be closely in-tune with the markets and economy while staying current with industry trends. New challenges are presented every day which bring about great learning opportunities that enable me to continue sharpening my skillset. I get great satisfaction from the ability to make a meaningful impact on client portfolios and help them along the way toward achieving their financial goals.”
Jaret G. Petruzzelli joined TFC Financial Management in 2023. He participates in the firm's financial planning and investment review process and implements firm-wide trading activities, as well as assists with determining account implementation and rebalancing strategies.
Prior to joining TFC Financial Management, Jaret was a Retirement Plan Consultant at Bartholomew and Company where he conducted retirement plan investment reviews and provided investment recommendations to plan sponsors.
Jaret’s previous experience also includes a Financial Analyst role in the Investment Management Department at Bartholomew and Company where he executed daily trades in client portfolios, conducted investment research in maintaining client portfolios totaling over $4B in AUM and collaborated with financial advisors in analyzing client and prospective portfolios.
Jaret holds a Bachelor of Science in Business Administration with a Double Major in Finance and Applied Analytics and a minor in Communication from Bryant University. He holds Series 7 and Series 66 licenses as well as the Accredited Investment Fiduciary (AIF) designation.
Jaret is from the South Shore of Massachusetts and currently lives in South Boston. Much of his spare time is spent in the company of family and friends where you can catch them on the golf course in the summer or the ski slopes in the winter. He is also a Boston sports fanatic and has been lucky enough to grow up a Patriots season ticket holder.
