Jeremy Wilson

Jeremy Wilson has a diverse work experience in the financial industry. Jeremy began their career at Lincoln Financial Advisors, where they held roles in investments and operations leadership from 2006 to 2009. Jeremy then joined HighTower Advisors as a Compliance Manager and Assistant AML Compliance Officer from 2009 to 2013, before becoming the Director of Regulatory Compliance from 2013 to 2015. Jeremy then worked at Kovitz Investment Group as a Compliance Officer from 2015 to 2018. Jeremy continued their compliance career as the Chief Compliance Officer at Cedar Hill Associates, LLC from 2018 to 2019, and at MainStreet Investment Advisors, LLC from 2018 to 2020. Currently, they hold the position of Chief Compliance Officer at Kovitz since 2020.

Jeremy Wilson earned a Bachelor of Science degree in Financial Planning and Services from The Ohio State University, where they studied from 1999 to 2004.