As Principal at NewEdge Wealth, Jeremy works directly with ultra high net worth individuals, families, business owners, and professionals nationwide to deliver personalized financial planning, estate review, investment services, sophisticated insurance strategies and integrated wealth-management strategies tailored to complex financial needs.
Jeremy joined NewEdge in 2025, bringing extensive experience in financial markets and client relations. He began his professional career as a hedge fund trader at Puglisi & Company while studying at Hofstra University, where he developed a strong foundation in securities, trading, and market dynamics. He then served as Senior Vice President of Business Development at Heritage Strategies, LLC — a role he held for more than a decade — where he focused on high-net-worth client acquisition and relationship management. Most recently, Jeremy was a Principal at Summit Trail Advisors.
Jeremy holds a Bachelor degree in Accounting from Hofstra University. He also maintains multiple industry licenses, including Life, & Health Insurance, Property & Casualty Insurance, and the Series 7, and 63.
Jeremy is a Trustee and member of the executive committee as VP of Fundraising and Programs for the Children’s medical of New York. He is also actively involved with the Sid Jacobson, JCC and is a member of their golf event planning committee.
Jeremy lives with his wife two daughters and two dogs on Long Island, where he was born and raised. In his free time, he enjoys playing golf and ice hockey, and is a die-hard New York Islanders fan.