Jeremy Robert

Jeremy Robert

CFA®

Managing Director

+1 (978) 569 2933

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Jeremy Robert is a director of portfolio management and due diligence. Jeremy has more than eight years of experience in the financial services industry supporting the needs of individual investors as well as corporate institutions and their retirement plan participants. Jeremy’s primary responsibilities include the search, selection and ongoing monitoring of existing managers as well as the continuous due diligence of new managers. He also monitors and maintains customer portfolios within specified Investment Policy Statements and assists with trading as well as modeling/re-balancing and/or restructuring of customer portfolios.

Jeremy began his career as a financial advisor with the Life Solutions Group, an affiliate of The Penn Mutual Life Insurance Company. He most recently served as an investment advisor with Kraematon Investment Advisors where he assumed investment management, research, and customer service responsibilities. He also worked closely with the firm’s 401(k) division to provide customers with plan administration services including market updates, enrollment, and plan participant education.

  • Comprehensive financial planning
  • Portfolio analysis
  • Retirement income planning
  • Estate planning
  • Budgeting and cash flow analysis
  • Personal and financial reporting
  • Charitable planning

Location

Boston, MA

Education

Bachelor of Arts in finance and law, cum laude
Bentley University (Waltham, Massachusetts)