Industry Start Date: 2014

KAR Start Date: 2023

Education: MBA Candidate, Haas School of Business UC Berkeley
BA, Economics, California State University, Sacramento

Prior to Joining KAR:

Jeremy worked as an associate portfolio manager at City National Rochdale, a RIA firm based in New York. Jeremy provided portfolio management services to high-net-worth individuals and family relationships across the Bay Area and other regions on the West Coast.

Before working at City National Rochdale, Jeremy worked as a trader and associate portfolio manager at Natixis Global Asset Management, after working as a fund accountant at State Street.

What Do You Enjoy Most About Your Job:
What I enjoy most is developing lasting relationships with clients. It’s refreshing to hear a client’s story and their background. I equally enjoy being able to find solutions for their needs by developing customized financial plans.

What Do You Enjoy Most About Working at KAR:
I enjoy my teammates most of all. It’s not a coincidence that Kayne Anderson Rudnick is known as the “nice firm”. The culture here is friendly, collaborative and client focused – the people here really reflect this. I’m excited to be a part of it each day.

What Are You Involved in Outside of Work:
I currently sit on Sustainable and Impact Finance Board at Haas UC Berkeley.

How Does KARWA Approach Wealth Management Differently?

KARWA approaches wealth management differently in a few ways. The first being the unique investment philosophy in which quality is emphasized. Our portfolio managers prioritize companies with sustainable competitive advantages and long-term track records.

The second way is through client engagement. The focus on adding value though understanding our client’s complete financial picture is often overlooked in this industry. KARWA differentiates themselves through strong client relationships.

What Do You Hope to Achieve For Your Clients?
I hope to develop deep relationships with my clients. I want to help them achieve their financial targets and ultimately live more comfortable lives.