Senior Portfolio Analyst
My NET WORTHWHILE is helping clients make sound and timely investment decisions in an environment that is constantly changing.
As a senior portfolio analyst, Jeremy is responsible for the daily management, trading, and administration of client investment portfolios. He collaborates with SignatureFD clients and the investment team on all matters regarding trading, portfolio positioning, investment proposals, strategic allocation decisions, and performance reviews.
Before joining SignatureFD, Jeremy worked for JOYN advisors, specializing in investment portfolio management and trading for private wealth clients. Previously, Jeremy worked for SunTrust Banks, Inc., where he assessed and tested firm risk and operational controls as an internal auditor.
Jeremy received a Bachelor of Business Administration from Georgia State University, and he is a Level III Candidate in the Chartered Financial Analyst (CFA) Program.
He regularly volunteers at the Atlanta Community Food Bank and HouseProud Atlanta.