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Jeremy Wilson

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Jeremy Wilson

Chief Compliance Officer | Kovitz

Chicago, Illinois, United States

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Jeremy Wilson

Summary

Jeremy Wilson is a seasoned Chief Compliance Officer with over fourteen years of experience in the investment adviser and broker-dealer sectors. He has a proven track record of minimizing enterprise and operating risks, showcasing his strong analytical skills and deep understanding of regulatory requirements. His career spans various roles in compliance, from Operations Leader to Director of Regulatory Compliance, demonstrating a commitment to enhancing internal controls and compliance processes. Jeremy excels in collaborating with regulators such as the SEC and FINRA, leveraging his extensive experience to navigate complex regulatory landscapes. His educational background in Financial Planning and Services from The Ohio State University complements his professional expertise. Jeremy is known for his driven nature and ability to foster efficient working relationships with both internal teams and external regulatory bodies. His interests lie in developing innovative compliance strategies that align with business objectives, making him a valuable asset in any financial organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jeremy Wilson

Work Experience

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Chief Compliance Officer at

Kovitz

July 2020 - Present

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Chief Compliance Officer at

MainStreet Investment Advisors, LLC

July 2018 - June 2020

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Chief Compliance Officer at

Cedar Hill Associates, Llc

May 2018 - December 2019

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Compliance Officer at

Kovitz Investment

April 2015 - May 2018

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Director, Regulatory Compliance at

Hightower Advisors

April 2013 - April 2015

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Compliance Manager & Assistant AML Compliance Officer at

Hightower Advisors

October 2009 - April 2013

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Operations Leader at

Lincoln Financial Network

May 2008 - October 2009

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Investments at

Lincoln Financial Network

May 2006 - May 2008

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Jeremy Wilson

Education

The Ohio State University, Bachelors Of Science

January 1999 - January 2004

Frequently Asked Questions about Jeremy Wilson

What is Jeremy Wilson email address?

Jeremy Wilson's primary email address is *******@kovitz.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeremy Wilson work for?

Jeremy Wilson is a Chief Compliance Officer at Kovitz, a company specializing in Other Financial Investment Activities.

Where Jeremy Wilson graduated from?

Jeremy Wilson holds a degree in Financial Planning And Services from The Ohio State University.

How can I directly contact Jeremy Wilson?

To contact Jeremy Wilson directly, you can use the email address *******@kovitz.com. Complete contact information is available upon registration with Muraena.

Who is Jeremy Wilson?

Jeremy Wilson is a seasoned Chief Compliance Officer with over fourteen years of experience in the investment adviser and broker-dealer sectors. He has a proven track record of minimizing enterprise and operating risks, showcasing his strong analytical skills and deep understanding of regulatory requirements. His career spans various roles in compliance, from Operations Leader to Director of Regulatory Compliance, demonstrating a commitment to enhancing internal controls and compliance processes. Jeremy excels in collaborating with regulators such as the SEC and FINRA, leveraging his extensive experience to navigate complex regulatory landscapes. His educational background in Financial Planning and Services from The Ohio State University complements his professional expertise. Jeremy is known for his driven nature and ability to foster efficient working relationships with both internal teams and external regulatory bodies. His interests lie in developing innovative compliance strategies that align with business objectives, making him a valuable asset in any financial organization.

Jeremy`s contact details

mail

*******@kovitz.com

Colleagues

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Ted Rupp

Co-President

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Robert Contreras

Co-President

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Catherine Smith

Vice President-Operations

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Marc Brenner

Vice Chairman, President - Real Estate

Joel Hirsh Cfa

Co-Chief Investment Officer

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Vineeta Raketich

Chief Administrative Officer

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