Bio

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