Jared Trexler
Senior Vice President, Chief Marketing and Strategy Officer
Jared Trexler serves as a senior vice president and chief marketing and strategy officer at The American College of Financial Services. In this role, he leads branding, strategic and executive communications, digital media, events, and demand generation efforts, as well as overseeing the growth of The College's three strategic focus areas. Trexler previously served as director of strategic and executive communications at The College, working with President and CEO George Nichols III, CAP® and The College’s leadership team to draft compelling narratives that best communicated strategic initiatives, new education programs, and the missions of The College’s Centers of Excellence. He is a past recipient of the Mary Varner Award for Exemplary Service, The College’s highest honor for professional staff.
Trexler brings nearly two decades of marketing experience to his role at The College, including leadership tenures in financial education and asset and investment management. He previously served as head of marketing and communications at Pitcairn, a $7.4 billion private wealth manager and multi-family office headquartered in Jenkintown, Pennsylvania. He also led content and branding for Ed Slott and Company, LLC, the nation’s foremost leader in retirement planning education and training, and served as marketing director at Resource, a real estate and credit alternative investment manager with a product suite including non-traded real estate vehicles and 40 Act interval funds.
Trexler has spent most of his career working directly with financial advisors and partner firms across insurance, broker-dealer, bank, and RIA channels, as well as with industry thought leaders and the financial media. He’s a twice-published author and an industry speaker on relevant marketing topics, including presentations at the Financial Services Institute National Summit and media coverage in InvestmentNews, ThinkAdvisor, and Financial Planning.
He holds a Bachelor of Arts in journalism from Pennsylvania State University and resides in Malvern, Pennsylvania, with his wife Lori and two children.
Jared Trexler serves as a senior vice president and chief marketing and strategy officer at The American College of Financial Services. In this role, he leads branding, strategic and executive communications, digital media, events, and demand generation efforts, as well as overseeing the growth of The College's three strategic focus areas. Trexler previously served as director of strategic and executive communications at The College, working with President and CEO George Nichols III, CAP® and The College’s leadership team to draft compelling narratives that best communicated strategic initiatives, new education programs, and the missions of The College’s Centers of Excellence. He is a past recipient of the Mary Varner Award for Exemplary Service, The College’s highest honor for professional staff.
Trexler brings nearly two decades of marketing experience to his role at The College, including leadership tenures in financial education and asset and investment management. He previously served as head of marketing and communications at Pitcairn, a $7.4 billion private wealth manager and multi-family office headquartered in Jenkintown, Pennsylvania. He also led content and branding for Ed Slott and Company, LLC, the nation’s foremost leader in retirement planning education and training, and served as marketing director at Resource, a real estate and credit alternative investment manager with a product suite including non-traded real estate vehicles and 40 Act interval funds.
Trexler has spent most of his career working directly with financial advisors and partner firms across insurance, broker-dealer, bank, and RIA channels, as well as with industry thought leaders and the financial media. He’s a twice-published author and an industry speaker on relevant marketing topics, including presentations at the Financial Services Institute National Summit and media coverage in InvestmentNews, ThinkAdvisor, and Financial Planning.
He holds a Bachelor of Arts in journalism from Pennsylvania State University and resides in Malvern, Pennsylvania, with his wife Lori and two children.
Our Mission Since 1927
At The American College of Financial Services, we’re dedicated to providing applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards to benefit society..