“Our dedication to working as a team and doing what is best for clients is evident in everything we do. As a firm, we bring a passion and generosity unlike anything I’ve been a part of before.”
JP’s Story
As an Investment Operations Associate, JP plays a key role in supporting the operational backbone of Truepoint’s investment team. He ensures data accuracy and integrity across platforms, helps maintain compliance, and contributes to the continuous improvement of investment workflows and processes. With a detail-oriented mindset, JP helps the team operate efficiently behind the scenes so they can focus on delivering value to clients.
Outside of the office, JP enjoys golfing, traveling, and watching soccer.
Specialties: Data management, process improvement, workflow optimization