Jeremy Robert

Jeremy Robert

CFA®

Managing Director

(978) 557 5317

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Jeremy is a managing director with Baker Tilly Wealth Management, LLC. He has more than 10 years of experience specializing in portfolio management, asset allocation and manager selection. Jeremy’s role as managing director allows him to exercise his skills to service the financial planning and investment advisory needs of our clients by developing forward-thinking, custom solutions tailored to their requirements.

Prior to his role with Baker Tilly Wealth Management, LLC, Jeremy was a partner at a Boston-based industry group where he assumed portfolio management, research and trading responsibilities. He also worked closely with the firm’s 401(k) division to provide manager selection guidance, market updates and plan participant education.

  • Crafts tailored investment strategies designed to achieve long term financial objectives that align with clients’ goals and risk profiles
  • Identifies opportunities in the market and tailors’ investment strategies to capitalize on them
  • Advises clients on asset allocation and works with their advisors to maximize returns and minimize financial risks
  • Meticulously evaluates and offers suggestions on manager selections
  • Participates in alternative investment due diligence to gauge risks, returns and suitability for portfolio diversification
  • Devises personalized strategies to ensure financial security during retirement through asset allocation and withdrawal strategies
  • Compiles and presents detailed analyses of financial activities and performance
  • Designs and assists clients to strategically structure philanthropic endeavors to maximize impact while also optimizing tax benefits
  • CFA ® Charterholder
  • Boston CFA Society, member
  • “Financial wellness: planning for your financial future,” November 2023
  • “Drawing from history to help lessen inflation’s impact on investors,” May 2023
  • “Why diversification in your portfolio still matters,” March 2023
  • “Market outlook for retirement plan sponsors and participants,” August 2022

Location

Boston, MA

Education

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