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Jeremy Robert

Jeremy Robert

CFA®

Managing Director

(978) 557 5317

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Jeremy is a managing director with Baker Tilly Wealth Management, LLC. He has more than 10 years of experience specializing in portfolio management, asset allocation and manager selection. Jeremy’s role as managing director allows him to exercise his skills to service the financial planning and investment advisory needs of our clients by developing forward-thinking, custom solutions tailored to their requirements.

Prior to his role with Baker Tilly Wealth Management, LLC, Jeremy was a partner at a Washington, DC-based industry group where he assumed portfolio management, research and trading responsibilities. He also worked closely with the firm’s 401(k) division to provide manager selection guidance, market updates and plan participant education.

  • Crafts tailored investment strategies designed to achieve long term financial objectives that align with clients’ goals and risk profiles
  • Identifies opportunities in the market and tailors’ investment strategies to capitalize on them
  • Advises clients on asset allocation and works with their advisors to maximize returns and minimize financial risks
  • Meticulously evaluates and offers suggestions on manager selections
  • Participates in alternative investment due diligence to gauge risks, returns and suitability for portfolio diversification
  • Devises personalized strategies to ensure financial security during retirement through asset allocation and withdrawal strategies
  • Compiles and presents detailed analyses of financial activities and performance
  • Designs and assists clients to strategically structure philanthropic endeavors to maximize impact while also optimizing tax benefits
  • Boston CFA Society, member
  • “Financial wellness: planning for your financial future,” November 2023
  • “Drawing from history to help lessen inflation’s impact on investors,” May 2023
  • “Why diversification in your portfolio still matters,” March 2023
  • “Market outlook for retirement plan sponsors and participants,” August 2022
  • CFA ® Charterholder

Location

Boston, MA

Education

Bachelor of Arts in finance and law, cum laude
Bentley University (Waltham, Massachusetts)

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Baker Tilly Wealth Management, LLC is a registered investment advisor. Baker Tilly Wealth Management, LLC is a controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC

Jeremy's latest insights

Webinar
Clients meet with wealth management advisor

Market outlook for retirement plan sponsors and participants

Webinar
line chart with finance data

Financial wellness: planning for your financial future

Article
Working on cell phone to invest in cryptocurrency and bitcoin

Drawing from history to help lessen inflation’s impact on investors

Article
meeting looking at charts and data

Why diversification in your portfolio still matters