Jeremy is a Managing Director at UBS Financial Services, and joined UBS in 2015 after 10 years at Credit Suisse Private Bank, where he also served on Credit Suisse’s Advisory Council, a 14-person leadership team in the Private Bank.
Jeremy graduated cum laude from the University of Pennsylvania, and holds an MBA from the MIT Sloan School of Management with a focus in Financial Management. In 2003, Jeremy founded the MIT CFO Summit (www.mitcfo.com), the premier forum for corporate finance executives, and continues to serve as chairperson. Jeremy has been quoted by Bloomberg, Wall Street Journal, and Boston Business Journal to his insights into business and strategic issues facing the CFO. Jeremy has served on the advisory board for WGBH, and currently serves on the advisory boards for Coaching4Change and MIT Sloan. Jeremy, his wife, son, and daughter live in Wellesley, MA and enjoy skiing as often as possible at Loon Mountain in NH.