As an investment strategist, Jeremy works closely with portfolio managers and analysts to articulate the firm’s investment views and positioning to clients, prospects, and consultants. He focuses on a variety of strategies and asset classes spanning equities, credit, and alternative investments.
Prior to joining Wellington in 2019, Jeremy served as a credit trader for Mitsubishi UFJ, where he managed institutional client relationships across Australia, New Zealand, and Asia, providing macro insights, credit-relative value ideas, and liquidity strategies. Before that, he worked within the funds management group at Fidante Partners and the institutional transition management business at State Street Global Markets.
Jeremy holds a BS in finance and management from the University of La Trobe (Australia). He holds the Chartered Financial Analyst (CFA) designation.
Latin America, Intermediary
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