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Meet Jeremy

Jeremy Robert

Jeremy Robert CFA
Senior Investment Analyst

As an investment analyst within MFA’s Wealth Management Practice, Jeremy monitors and maintains customer portfolios as well as assists with trading and the modeling/re-balancing/restructuring of customer portfolios. Additionally, Jeremy leads the search, selection and continual due diligence of investment managers. Jeremy is a CFA Charterholder and received his Bachelor’s Degree in Finance from Bentley University and is a CFA level III candidate.

  • Passionate
  • Loyal
  • Competitive

Areas of Focus

investment manager search & selection investment performance analysis portfolio management Investment Due Diligence trading investment review portfolio & investment analysis wealth management 3(38) Investment Management retirement plan advisory

We understand that there is no single path to wealth, and we take great care in delivering personalized, thoughtful financial strategies for our customers, each of whom is unique in experience and aspirations.

We don’t want to spend time looking in the rear-view mirror when we could be charging forward. Neither do our customers. That’s why we always have our eye on the future as their opportunities, their businesses and their personal lives evolve.

Our first and most important priority is supporting and growing the financial vitality of our customers and their businesses. And how we go about supporting them in engineering that growth is unlike any other relationship they’ll encounter.

We at MFA see the challenge, the unknown, the ambiguity, not as an obstacle but as an opportunity.

At MFA, we’re a team of voyagers and explorers, chasing and embracing the unknown with the goal of making a difference in the lives of our customers and their families.

The relentless determination of our customers inspires all of us at MFA to develop and discover new and better ways to help foster their continued success.

Hobby or Passion
Hockey & Golf
What food could you eat every day?
Lobster Roll
Favorite show to binge watch
Law and Order
Who inspires you?
My colleagues

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