Loveland, Ohio – Jarvis Global Investments has announced that Katelyn Jarvis is the new Chief Compliance Officer and Director of Retirement Services. Jarvis assumes the responsibilities of managing the firm’s compliance with laws and regulations, as well as developing and implementing small to midsize companies’ retirement plans.
She joins Jarvis Global Investments from the Office of the Comptroller of the Currency (OCC), located in Blue Ash, Ohio. The OCC is the regulatory authority of all national banks. It was there that she served as an Associate National Bank Examiner. During her tenure with the OCC she ensured the safety and soundness of national banks, by reviewing their compliance with applicable laws and regulations. Jarvis holds a Bachelor of Business Administration in Finance and Economics from the University of Cincinnati. She graduated from Loveland High School in 2010.
“We are pleased to have Katelyn join the Jarvis Global team and look forward to her contributing strongly to our growth plans,” said Art Jarvis, President of Jarvis Global Investments. “Katelyn brings a strong regulatory background, a passion for helping others, and an intense work ethic to our firm. Clients will see an immediate impact from Katelyn’s presence.”
Jarvis Global is an investment advisory firm in Symmes Township, Ohio. JGI works closely with our clients to understand their unique needs, recognizing that each situation is different. We then develop and implement strategies to achieve our client’s goals. Whether navigating their retirement plans or expanding a nest egg for the future, we have the experience and expertise to help. And the relationships we build are personal — you can see this in our strong client loyalty.