Jeremy manages market strategy, deal flow generation, and the delivery of transaction advisory services as well as corporate audit, tax, and consulting services across a variety of industries.
Jeremy has worked in the personal and corporate financial planning and asset management industry since 2001. Prior to joining the firm, he was a senior vice president at a consulting firm where he was responsible for building US private equity and family office practices. He also managed $900 million in assets for individuals and their families and provided estate and income tax planning and business succession strategies, at a financial services firm.
- California Alternative Investments Association
- Private Equity Investment Group
- The Family Office Club
- Association for Corporate Growth, Los Angeles and Orange County Chapters
- St. Jude Invest in Hope, St. Jude Children’s Research Hospital, Co-chair