Jeffrey Hare, CFA | Chief Investment Officer
Jeff Hare is the founder and president of Aventus Investment Advisors. Jeff’s roles include chief investment officer and senior financial advisor. Prior to Aventus, Jeff spent 20 years in the investment management and banking industry. He has experience working in real estate, private equity, portfolio and equity analytics, international investment research, raising capital for emerging and developed markets, and banking.
Jeff holds a BA in Economics from Peter T. Paul College of Business and Economics at the University of New Hampshire and an MBA from the Thunderbird School of International Management. Jeff is a Chartered Financial Analyst (1996) and is an active member of the CFA Institute and the North Carolina Society of the CFA Institute. Jeff was a Commissioner for the Town of Cornelius, NC from 2011-2013 where he focused on economic development and responsible growth.
Jason List, CFP®, CFA | Senior Financial Planner
Jason is a senior financial planner with 20 years of experience in the financial industry. Most of his career has been focused on providing clients with advice in financial planning, investment management, and insurance and tax strategies.
He obtained his CFP™ designation in 2012 and has a Master’s in Finance from Shanghai University of Finance and Economics that he achieved while living abroad in 2018. He obtained his undergraduate degree in Mathematics from the University of North Carolina at Charlotte in 2004. Jason earned his CFA designation in 2024.
Connor Hare | Analyst
Connor is a 2024 graduate from the University of North Carolina at Charlotte where he studied Finance and Engineering. Connor is responsible for investment analytics, portfolio attribution, and economic data review.
Connor is pursuing his Enrolled Agent designation to be able to assist clients at a high level with tax return preparation.