Jarrod W. Wilcox, Ph.D.

Jarrod Wilcox began in 2001 to serve investing families through Wilcox Investment, Inc. He has been at various times director of international equities, of currency, and of research, Panagora Asset Management, director of international investments, Batterymarch Financial Management, and chief investment officer, Colonial Management Associates. Earlier, he was an assistant professor at MIT’s Sloan School and a consultant at The Boston Consulting Group. Jarrod serves on the advisory board of the Journal of Portfolio Management, and is co-author of the CFA Research Institute‘s Investment Management for Taxable Private Investors, and co-author of Financial Advice and Investment Decisions: A Manifesto for Change, John Wiley & Sons, 2013. Current extracurricular activities are centered on Wealthmate, Inc., founded to develop Internet-based financial planning and investment tools.