Senior Vice President, Institutional Sales
Previously, Jeremy was Head of Distribution at LSA Portfolio Analytics in Chicago. He also held senior distribution roles at AMG Funds, the mutual fund affiliate of one of the largest asset managers in the US and an S&P 500 company, and Aston Asset Management, where he served as a Managing Director of Business Development on a distribution team that grew assets under management from approximately $3 billion to $16 billion. Jeremy has over 20 years experience developing and growing client relationships with registered investment advisors, due diligence teams, institutional accounts, consultants, bank trust platforms, broker-dealers, and independent financial advisors.
Jeremy earned a Bachelor of Science Degree in Psychology from Manchester College.