Jeremy Robert is a director of portfolio management and due diligence. Jeremy has more than five 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.
Bachelor of Arts in finance and law, cum laude
Bentley University (Waltham, Massachusetts)
Baker Tilly Wealth Management, LLC (BTWM) is a registered investment adviser. BTWM is controlled by Baker Tilly US, LLP (Baker Tilly) an accounting, tax and advisory firm. Baker Tilly is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC
