Team

Tobias Jeralds

Associate Advisor

Focused on keeping things moving and helping clients stay on track.

Tobias brings energy, discipline, and a practical mindset to his role as an Associate Advisor. He’s focused on helping keep things moving—supporting clients and the advisory team behind the scenes so plans stay on track and progress stays consistent.

A graduate of Utica University’s finance program, Tobias was deeply involved in the Investment Club, serving as Vice President and Chief Economist. That experience sharpened his ability to think analytically, communicate clearly, and stay focused on the bigger picture.

Education

Bachelor of Science in Finance with Minors in Accounting, Business Management, and Economics from Utica University

Community Service

Volunteer Assistant Coach for Utica University XC and Track & Field, beginning Fall 2026

Beneath the Surface

Claim to Fame

On the All Time top 10 list for 7 different events on the Utica University Track & Cross Country Teams.

Enjoys

Being with animals, getting outside for a hike or run, playing cello, watching sports, playing video games, and enjoying a relaxing moment.

Family

Originally from Colorado, he was raised by a single mom who he credits for his success, and 4 brothers that showed him all the things not to do.

Live like you were dying.
Tim McGraw