Jeremy Robert, MFA Wealth Management Practice

Jeremy
Robert

CFA     |     SENIOR INVESTMENT ANALYST

(978) 557-5317
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EXPERIENCE

Jeremy has more than eight years of experience in the financial services industry supporting the needs of individual investors as well as corporate institutions and their retirement plan participants.  As an investment analyst in The MFA Companies® Wealth Management Practice, Jeremy’s primary responsibilities include the search, selection and ongoing monitoring of existing managers as well as the continuous due diligence of new managers. He also monitors and maintains client portfolios within specified Investment Policy Statements and assists with trading as well as modeling/re-balancing and/or restructuring of client portfolios.

Jeremy began his career as a financial advisor with the Life Solutions Group, an affiliate of The Penn Mutual Life Insurance Company. He most recently served as an investment advisor with Kraematon Investment Advisors where he assumed investment management, research and client service responsibilities. He also worked closely with the firm’s 401(k) division to provide clients with plan administration services including market updates, enrollment and plan participant education.

EXPERTISE

  • Portfolio management and review
  • Trading
  • Investment manager search and selection
  • Investment manager due diligence
  • Investment manager performance analysis

 

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