Portfolio Manager
Jeremy joined WealthBridge at the time of its launch in 2011 and brings over 23 years of portfolio management experience to the team. His primary responsibility is the management of the fixed income portion of client portfolios, with a focus on efficient after-tax income generation. In addition, he draws upon his fixed income background and international experience to provide input into overall investment strategy.
Prior to WealthBridge, Jeremy worked for divisions of HSBC Global Asset Management in Vancouver, London, and New York and was a member of the HSBC Global Graduate Program. During that time, he was an equity trader and was a member of the Canadian, US and Global fixed income portfolio management teams. He specialized in portfolio risk measurement, credit analysis, and investment policy development.
Jeremy is a Chartered Financial Analyst (CFA) and holds a Master of Business Administration (MBA) from the University of Calgary and a Bachelor of Business Administration from Simon Fraser University. He has obtained several other investment management certifications including the Chief Compliance Officer’s Qualifying examination and UK Investment Management Certificate.
Jeremy and his wife have three children and enjoy spending time in the mountains hiking, camping and skiing.
