Jeremy is a client service associate based in our New York office, where he supports the local team of advisors by helping to manage client relationships, serving as a point of contact, and processing day-to-day requests.
He brings almost a decade of experience in relationship management and financial services, most recently working as a relationship manager for McGraw-Hill Federal Credit Union (now known as Pentagon Federal Credit Union).
Born and raised in Brooklyn, Jeremy now resides in Staten Island, NY. A dog lover and strong advocate for animals, he volunteers with local animal shelters and takes part in their foster programs.
- Relationship Manager at McGraw-Hill Federal Credit Union / Pentagon Federal Credit Union
- Personal Banker / Small Business Specialist at People’s United Bank
Education & Credentials
- BS, Farmingdale State University, Business Management, minor in Legal Studies
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.