As director of transitions at Concurrent Advisors, Jeremy’s goal is to assist advisors in successfully navigating this pivotal time in their careers. By effectively prioritizing, setting expectations and creating a customized timeline, he produces a clear path for advisors in transferring their books of business in a timely and efficient manner.
Jeremy excels at building lasting relationships with advisors, walking with them through every step of the transition process until they are comfortable and their businesses are up and running – so they can focus on future growth opportunities.
He is also known to be a road warrior, traveling over 40 weeks each year, being the boots on the ground and in the trenches with advisors throughout the country.
Jeremy was our first hire at Concurrent Advisors. In his first year, he helped transition many of our partner offices and led the transitions of over 25 advisors and $3 billion in assets.
Previously, Jeremy worked at Raymond James as a transition consultant, where he assisted on over 40 transitions, bringing in more than $25 billion in assets to the firm. Coordinating with various departments and management levels, Jeremy supported successful transitions through all three of Raymond James’ advisor channels: employee, independent and RIA.
Earlier in his career, Jeremy worked at Eagle Asset Management in trading operations alongside both equity and fixed income traders.
Jeremy graduated from Rollins College with a bachelor’s degree in history and political science and holds his Series 7 securities license. He is an avid yogi, a reader, and enjoys watching football and playing golf in his spare time.