Jeremy Seidman is a Boston Massachusetts investment advisor with more than 10 years of hard work and dedication to the industry.
He started his career path in 1994 at the University of Pennsylvania, There he studied financial management, and found the topic a rewarding path to study.
After graduating in 1998, he continued on to earn his MBA with the Massachusetts Institute of Technology and the Sloan School of Management.
His education has been foundational to his career and further certifications. He has since earned both series 65 and 66 licenses, which designate him as a knowledgeable advisor in securities and investment advisory. His first career out of college was as an Investment advisor with the Lehman Brothers, a foundational experience. For the ten years after this, he was a director with Credit Suisse, a global wealth management, investment, and financial services firm which is headquartered in Zürich, Switzerland.
Today, he is a Managing Director of Wealth Management with UBS Wealth Management.
UBS is a financial services company with more than 300 locations across the nation. More than half of the firm’s clients have more than $1 million in assets, marking the firm as one that specializes in high-net-worth individuals. Beyond his professional work, Jeremy Seidman is an active and involved volunteer with several organizations. With the MIT Sloan CFO Summit, he has been a chair member for more than a decade. Since 2002 he has aided in the development and management of the yearly summit that provides a gathering space for CFOs.
Since 2015, Seidman has volunteered with the Coaching 4 Change group. This organization serves as a bridge between school districts and colleges to provide programs that complement and emphasize academics, projects, and more.
Jeremy Seidman is proud of the work he has done in the financial industry, and of the experience that he has shared with others.
