Jeremy is a Vice President at MPI and is based in the firm’s Boston office. Jeremy is responsible for client relationships and developing business opportunities throughout New England. He has twenty-five years of fiduciary and private banking experience and has special expertise in the area of family owned business, including estate planning, management succession and business transition, corporate governance, and business valuation. Jeremy previously authored a chapter on trust administration of non-marketable investments in Understanding and Using Trusts and has spoken on the management of closely held assets in trusts and estates for the New England School of Banking, Williams College.
Prior to joining MPI in 2001, Jeremy was with BankBoston's Private Bank, where he was Manager of the Closely Held Investments Group. In that capacity, he was responsible for the management of a $1.75 billion dollar portfolio of investments for a variety of trust clients. In addition, he was Chairman of BankBoston's Closely Held Asset Review Committee. Jeremy has served on the Board of Directors of several family-owned companies. |