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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.

Learn more about my practice.

Education

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

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.