Jeremy works with successful and accomplished professionals and entrepreneurs. His focus is to understand client life goals and develop comprehensive financial plans with ongoing advice. In his client work, he brings to bear all of the resources Lenox Advisors has to offer.

Prior to joining the New York offices of Lenox in 2024, Jeremy was a high-net-worth underwriter for both AIG and Chubb, a specialty underwriter at Deans & Homer, a Vice President at a publicly traded financial services company, and an advisor at Northwestern Mutual. He earned a bachelor's degree from Hamilton College. Jeremy enjoys sailing regularly on Long Island Sound and is a certified alpine ski racing coach.  His interests include fine arts, private collections (art, cars, and watches), and architecture.

Education

Hamilton College (2008-2013)