Jeremy Wenner
Jeremy Wenner is a highly accomplished individual with a diverse educational background and extensive experience in finance and wealth management.
He pursued his education at renowned institutions, including Loomis Chaffee Prep School, where he laid a strong foundation. He further honed his skills by completing a BA in Political Science and History at Colgate University. Jeremy then pursued an MBA at the prestigious University of California, Berkeley, specifically at the Walter A. Haas School of Business, emphasizing his commitment to academic excellence.
Jeremy Wenner has held key roles in various prominent organizations, showcasing his expertise in the financial sector. He currently serves as the Managing Director at IEQ Capital, where he brings his wealth of experience to lead and strategize effectively. Prior to this, he held the position of Managing Director at First Republic Private Wealth Management, continuing to excel in the finance industry.
Before his tenure at First Republic Private Wealth Management, Jeremy was associated with Jefferies LLC, where he served as a Managing Director, highlighting his leadership capabilities. He also gained valuable experience as a Senior Vice President at Jefferies LLC, demonstrating his progressive career trajectory and commitment to professional growth.
Jeremy Wenner's earlier roles include serving as a Private Client Investment Advisor at Thomas Weisel Partners Group, underlining his proficiency in wealth management and client relations. His experience as a Vice President at SF Sentry and as an Analyst at Banc of America Securities PCS and Nationsbanc Montgomery/Banc of America Securities further solidify his extensive background in the financial domain.
With a strong educational foundation and a proven track record in various esteemed organizations, Jeremy Wenner emerges as a seasoned professional well-versed in finance, wealth management, and strategic leadership.
