Jeremy Balboni, CFA

Jeremy Balboni, CFA has a wealth of experience in the financial industry. Jeremy began their career in 2005 as a Fixed Income Research Associate at Wellington Management. In this role, they were responsible for covering both Financials and Industrials, making securities recommendations, building and maintaining models, portfolio construction, hosting company meetings and broad industry research. In 2008, they were promoted to Equity Research Associate at Wellington Management, where they were responsible for covering Chemicals, Paper and Packaging, globally and across all caps. Jeremy'swork included stock recommendation, portfolio construction with senior analysts, managing model portfolio, building and maintaining models, hosting company meetings, and broad industry research. In 2009, they became the Owner and Founder of Brooklyn Boulders LLC, which owns and operates unconventional, hybrid indoor rock climbing facilities. Jeremy is responsible for providing incredible experiences, combining arts, music, culture, crazy events, inventive design, and unique customer service to provide customers and members with an unparalleled experience.

Jeremy Balboni, CFA obtained a Bachelor of Science in Finance from Babson College between 2001 and 2005. Jeremy also attended Belmont Hill High School from 1997 to 2001. Additionally, they are a Chartered Financial Analyst certified by the CFA Institute.