Senior Vice President, Director of Private Fund Custody
Jeremy is responsible for the strategic direction and growth of private fund custody, working with the firm’s regional directors, prospects, service providers, and clients to drive business through education and awareness of the service.
Before assuming his leadership role, Jeremy held senior positions in the group where he developed alternative business segments dealing with hedge funds, private equity, managed futures, and other alternative investments. He draws on his 15 years of experience in the financial services industry to deliver innovative solutions to the firm’s clients.
Prior to joining Millennium Trust, Jeremy worked for Sterling Trust Company and Paychex, where he gained valuable experience providing effective financial solutions and strategies to Fortune 500 companies and individual retail clients.
He holds a bachelor’s degree in finance from the University of Oklahoma and a master’s degree from the university’s Michael F. Price School of Business.