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Jeremy Walter, CMT

Jeremy Walter, CMT

Investment Analyst

Jeremy has extensive expertise with creating and utilizing short-term trading models. Prior to joining our firm, Jeremy worked for a major New York City accounting firm as a senior auditor focusing on private equity firms, hedge funds, high-frequency trading firms, and manufacturing companies.

Jeremy received his Master of Science in Accounting and Bachelor of Arts in Economics degrees from the State University of New York at Albany. He is a Chartered Market Technician® and holds the Series 65 and Series 3 licenses.