Client Advisory

Biography

Jeremy Leffel is an Associate in the Park Avenue, New York office. He works closely with advisors, supporting his practice with holistic wealth management and comprehensive financial planning for high-net-worth individuals and families.

Prior to joining Cerity Partners, Jeremy was a Summer Analyst at the Sage Wealth Management Team at Morgan Stanley, where he supported the team’s Chief Investment Officer in manager due diligence for private market funds. Previously, Jeremy was a Summer Intern at Jennison Associates, where he was a part of the firm’s Client Service and Consultant Relations teams for their institutional level clients.

Education

  • BBA in Finance, Investment, and Banking from The University of Wisconsin-Madison

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