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