Co-Head, Senior Director of Custody Services
Jeremy is the Co-Head, Senior Director, of the Custody Services business at Millennium Trust. Jeremy is responsible for leading the strategic direction, developing new and existing business lines, and driving growth for the Custody Services division. Jeremy has experience in both traditional and alternative asset distribution and has been working in the financial services industry for 25 years.
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 25 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.