Jamie Freidhof is Vice President of Investment Research. He has spent more than two decades at Kaplan Financial, joining our firm after earning a B.S. in Business Administration (Finance & Statistics) from Castleton University.
A native Vermonter, Jamie’s practical approach to investing is grounded in painstaking research and a disciplined approach. With a broad background in banking and investments, Jamie is able to address a wide variety of client needs with authority. He is a Certified Financial Planner™, a Chartered Mutual Fund CounselorSM, and a Certified Financial Health Counselor, holding Series 7 and 66 credentials through LPL Financial. Jamie oversees our internal research teams at Kaplan Financial, working closely with Susan and Lawrence to guide and manage client portfolios.
He is active in his local church and is an avid, lifelong snowboarder.