Jeremy is a seasoned financial professional with a strong dedication to providing exceptional client service. With over a decade of experience at Halberstadt Financial Consultants, he has established himself as a trusted advisor in the industry.
Jeremy's early exposure to auditing hedge funds and private equity firms in the aftermath of the 2008 financial crisis has given him a unique perspective on the criticality of risk control in financial management. Since developing an interest in the markets back in 2005, he has devoted countless hours to real-time monitoring of various markets, including stocks, bonds, futures, options, commodities, currencies, and exchange-traded funds. As a Chartered Market Technician, Jeremy combines his extensive experience with proprietary methods and tools to conduct thorough analyses, providing valuable insights and strategic guidance to his clients.
Jeremy holds a Series 65 license and is an Investment Adviser Representative. He is also a CFA Level II candidate and a licensed notary in the state of New Jersey. He earned a Bachelor's degree in Economics and a Master of Science in Accounting from the State University of New York at Albany.