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Jeremy Wilson
Jeremy Wilson
Chief Compliance Officer | Kovitz
Chicago, Illinois, United States
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.
Jeremy Wilson
Work Experience
Chief Compliance Officer at
Kovitz
July 2020 - Present
Chief Compliance Officer at
MainStreet Investment Advisors, LLC
July 2018 - June 2020
Chief Compliance Officer at
Cedar Hill Associates, Llc
May 2018 - December 2019
Compliance Officer at
Kovitz Investment
April 2015 - May 2018
Director, Regulatory Compliance at
Hightower Advisors
April 2013 - April 2015
Compliance Manager & Assistant AML Compliance Officer at
Hightower Advisors
October 2009 - April 2013
Operations Leader at
Lincoln Financial Network
May 2008 - October 2009
Investments at
Lincoln Financial Network
May 2006 - May 2008
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
*******@kovitz.com
Colleagues
Co-President
Co-President
Vice President-Operations
Vice Chairman, President - Real Estate
Co-Chief Investment Officer
Chief Administrative Officer