Jeremy Walter 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. Additionally, he has successfully completed the Series 65 exam and is an Investment Advisory Representative.
Jeremy holds a Bachelor's degree in Economics as well as a Master of Science in Accounting from the State University of New York at Albany. Jeremy lives in Pennington, New Jersey, with his wife Lauren, their two sons, Ezra and Simon, their golden retriever, Tova, and their two cats, Dink and Lester. Outside of work, Jeremy volunteers weekly at his local food pantry and is actively engaged in supporting causes that are important to him.