Head of Financial Planning & Business Strategy, Co-Head of Wealth Advisory
Jeremy is in charge of GLR Partners financial planning solutions along with leading business strategy for the firm. Jeremy has extensive experience developing wealth management plans for families with complex financial and estate structures. Given his background in advising business owners from start-up to sale, he has an intimate understanding of business formation and operations.
Previously Jeremy was an advisor at two leading global wealth management firms where he advised high-net worth clients in the areas of investments, cash flow management, retirement and estate planning, along with business succession planning. Prior to that, Jeremy was head of financial planning at a boutique family office serving ultra high net worth clients.
Jeremy has an MA in Economics and Policy Analysis along with a BS in Financial Economics from the University of Maryland, Baltimore County. He is a board member of the UMBC Alumni Association Board of Directors, as well as a board member of the Financial Planning Association
Jeremy lives in Carroll County with his wife and two children. He is avid poker player and great resource on all things related to 90’s music, history and financial markets.
Team
When you partner with us, you don’t just get a Financial Advisor, you get an entire firm dedicated to growing and preserving your family’s legacy. Our team has a deep commitment to our clients and to each other.
