Jeremy is a Managing Director at UBS Financial Services and joined in 2015 after spending more than 10 years at Credit Suisse in Boston.  As a senior member at the firm, Jeremy has extensive wealth management experience and is responsible for helping clients to preserve and growth their wealth.   He advises clients on their investments, pre-transaction financial planning, multigenerational wealth transfer, concentrated stock strategies, and philanthropic planning.  

In 2003, he founded the MIT Sloan CFO Summit, the premier forum for corporate finance executives, and continues to serve as chairperson.  He is frequently contacted by members of the media for his insights into business and strategic issues facing the CFO, and has been quoted by Bloomberg, Wall Street Journal, and Boston Business Journal.  He currently serves on the advisory boards for Coaching4Change, improving education for under-resourced schools. 

Outside of work, Jeremy enjoys skiing out West and spending time with his family at the beach in Rhode Island.  Jeremy graduated cum laude from the University of Pennsylvania and earned his M.B.A. from the MIT Sloan School of Management.