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Jeremy Robert

Senior Investment Analyst

ON THE WEEKENDS YOU CAN FIND ME…

Golfing or spending time with my fiancée and dog.

A QUOTE THAT INSPIRES ME…

"No act of kindness, no matter how small; is ever wasted" - Aesop

(978) 557-5317

Experience

Mr. Robert has over 6 years of experience in the financial services industry supporting the needs of individual investors as well as corporate institutions and their retirement plan participants. As a senior investment analyst at MFA Asset Management, Jeremy’s primary responsibilities include the search, selection and ongoing monitoring of existing managers as well as the continuous due diligence of new managers. He also monitors and maintains client portfolios within specified Investment Policy Statements and assists with trading as well as modeling/re-balancing and/or restructuring of client portfolios.

Jeremy began his career as a financial advisor with the Life Solutions Group, an affiliate of The Penn Mutual Life Insurance Company. He most recently served as an investment advisor with Kraematon Investment Advisors where he assumed investment management, research and client service responsibilities. He also worked closely with the firm’s 401(k) division to provide clients with plan administration services including market updates, enrollment and plan participant education.

Education

  • BA – Finance and Law, Cum Laude; Bentley University

Expertise

  • Monitor and maintain client investment portfolios
  • Investment manager search and selection
  • Client investment review presentations
  • Due diligence on prospective investment managers
  • Trading duties
  • Ongoing performance analysis of current investment managers

Certifications

  • FINRA Series 6 – Investment Company and Variable Contracts Products Representative
  • FINRA Series 63 – Uniform Securities Agent
  • FINRA Series 65 – Investment Adviser Representative
  • Candidate for the Chartered Financial Analyst (CFA) designation

OUR TEAM

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