Chief Operating Officer & Chief Compliance Officer

Prior to joining Wellesley Investment Partners, Jeremy spent four years at Windhaven Investment Management, a wholly owned subsidiary of The Charles Schwab Corporation. At Windhaven, Jeremy held a variety of roles, most recently as Marketing and Client Communications Manager where he was tasked with developing trade and macro commentary, presentations and other communications outlining the firm’s investment philosophy and views on the global capital markets. Prior to Windhaven, Jeremy was a Marketing and Compliance Analyst at Windward Investment Management responsible for supporting Windward’s sales and marketing initiatives, as well as the firm’s compliance program. Schwab acquired Windward’s assets and intellectual property in 2010. Jeremy has a Bachelor of Science degree in Marketing Communications from Emerson College and in his free time enjoys tennis, reading and running around Lake Waban. Jeremy can be reached at