Jeremy is a director, portfolio strategy at Breckinridge. In his role, Jeremy manages many of the firm’s intermediary relationships, partners with the investment team to drive innovation, strategy and existing product enhancements, and is responsible for the effective communication of Breckinridge’s investment philosophy to clients and prospects. He has been with the firm since 2011 and has over 15 years of investment industry experience. Prior to Breckinridge, Jeremy was a member of BlackRock Inc.’s client service group. He is a member of the CFA Society Boston, Inc. Jeremy received a B.S. in business administration from Framingham State University and an MBA with a concentration in finance from the Sawyer Business School at Suffolk University. Jeremy holds a Series 65 license. He is a CFA® charterholder.