Who We Are

Jeremy oversees client management, portfolio construction and execution, and risk management. He brings a wealth of knowledge and experience to Coreview, having spent nearly 20 years in corporate and investment banking at Wells Fargo Securities (and predecessor companies). Jeremy spent the majority of his professional career on the fixed income trading floor, advising sophisticated financial institutions on raising capital in the high grade corporate bond market, while also developing a strong understanding of asset classes across fixed income, equities, commodities and currencies. He left the trading floor for the role of Global Head of Insurance Corporate Banking, managing a team that was responsible for both revenue generation and risk management of approximately $8 billion of hard credit to its large corporate insurance clients. Jeremy has blended that sell side experience in markets, a passion for macroeconomic trends, and an unforgiving focus on sound risk management to create an investment firm that can grow and protect capital in any market environment. Jeremy graduated from Davidson College with a Bachelor of Arts in Economics and Political Science.