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Jarvis Global Investments promotes member of family to CCO

Chris Hamblin, Editor, London, 3 May 2019

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Katelyn Jarvis, 26, has been appointed as the Chief Compliance Officer and Director of Retirement Services at Jarvis Global Investments, a family-owned investment advisory firm in the township of Symmes in Ohio.

She joined Jarvis Global Investments in August last year and has five years of financial regulatory experience. Previously, she served as an Associate National Bank Examiner with the US Department of the Treasury. She graduated with a BBA in Finance and Economics at the University of Cincinnati.

Jarvis Global Investments offers private portfolio management and retirement services to high net worth individuals with at least US$500,000 in investable assets. It has more than 25 years of investment advisory experience and offers a full array of portfolio options. It operates on a simple fee-only compensation model, basing its tiered fees on assets. Fee rates decline as the customer's assets grow.

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