Managing Partner & Chief Investment Officer
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Burns, Toussaint & Associates in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.
Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.