Jeremy Scher, MBA - Portfolio Manager

Jeremy is a Portfolio Manager specializing in portfolio construction, strategic asset allocation, & risk management. He began his financial career as an analyst at Goldman Sachs – advising clients on comprehensive wealth strategies & presenting seminars on investment management. He advanced to Associate, earning the firm’s Associate of the Year Award. He joined the Portfolio Management Group, focusing on disciplined portfolio construction, risk oversight, & long-term asset allocation.

Jeremy earned his MBA from Clarkson University (formerly Union Graduate College), & his BA from Brandeis University, developing a foundation in analytical thinking, valuation, & financial strategy. Jeremy serves his local community as an emergency medical technician – where he was honored as EMS Person of the Year. Outside of work, he enjoys indoor rock climbing, long-distance cycling, & spending time with his nieces & nephew. He is a lifelong science fiction & fantasy enthusiast. He particularly enjoys Star Trek, Star Wars, Doctor Who, & The Lord of the Rings – stories that reflect patience, strategic thinking, & resilience – qualities he brings to his work with clients.