Jay Ratterman, CFA
Partner, Private Wealth Advisor
I’ve always been fascinated with markets, and the challenge of understanding the broad economic landscape and how to capitalize on those themes through individual investments. The dynamic nature of this business means that every day there is something new to learn and a different challenge to work through.
I had nearly a decade of experience working as a Portfolio Manager before I joined Paragon in June of 2021. My primary responsibilities include managing client portfolios, sourcing new investment ideas, and monitoring portfolio allocations in line with each client’s specific investment policy. I also help with financial planning, providing tax forecasting and analysis, and answering any other financial questions my clients might have.
I received my BS from the University of Oregon and I am a CFA charter holder and a member of the CFA Society of Colorado. I am a Colorado native and currently live in Denver with my wife and two children. I love to spend time outdoors, enjoying the diverse landscape here in Colorado. I am a runner, having recently started to focus on trail running and running longer distances.