We are happy to announce that we're celebrating 20 years!
Jeremy serves as the Chief Compliance Officer at Kovitz where he is responsible for managing the firm's compliance program, which includes monitoring firm-wide compliance with internal policies as well as regulatory requirements. Jeremy brings with him over 13 years of compliance experience having served as the CCO of Cedar Hill Associates LLC and MainStreet Investment Advisors LLC, and previously as Director of Regulatory Compliance at HighTower Advisors, LLC. Jeremy earned a BS from The Ohio State University and is licensed with FINRA under Series 65. He lives in the northwest Chicago suburbs with his wife, Cheryl, and two children, Ellie and Ethan.