Jeremy joined WealthBridge at the time of its launch in 2011 and brings over 17 years of fixed income 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 client investment strategy.
Prior to WealthBridge, Jeremy worked for divisions of HSBC Global Asset Management in Vancouver, London, and New York. During that time he 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. He finished his time at HSBC on the global fixed income team managing a $6 billion dollar currency overlay. Jeremy also spent a year at a local high net worth investment counsellor managing $300 million of multi-currency fixed income.
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 completing the Chief Compliance Officer’s Qualifying examination and UK Investment Management Certificate. Jeremy is a member of the Beta Gamma Sigma honour society, the CFA Institute and the Calgary CFA Society.
Jeremy and his wife have three children and enjoy spending time in the mountains hiking, camping and skiing.