Jeremy Seidman is a Boston, Massachusetts investment advisor with more than two decades of experience in the industry. With a career path that started at the University of Pennsylvania, Jeremy studied economics and engineering for his undergraduate degree, and graduated in 1998.

After graduation, Jeremy went on to earn his MBA with the Massachusetts Institute of Technology Sloan School of Management. There he studied financial management, and learned from Nobel laureates and professors of international renown. Jeremy cites his education at both Penn and MIT as being foundational to his career, and laying the building blocks of his passion for business and entrepreneurship. 

Early in his financial career, Jeremy Seidman was a Director with Credit Suisse, a global wealth management, investment and financial services firm headquartered in Zürich, Switzerland. Today, Jeremy is a Managing Director of Wealth Management with a Wall Street financial services firm where he focuses on families with net worths over $10 million. Jeremy has been recognized for his success with accolades, including Forbes’ “Best-in-State” Wealth Advisors. His expertise has also landed him the privilege of being interviewed and quoted by Bloomberg, the Wall Street Journal and the Boston Business Journal.

Beyond his professional work, Jeremy Seidman volunteers his time with non-profit organizations, including MIT Sloan, Coaching4Change and Combined Jewish Philanthropies. In 2002, Jeremy co-founded the MIT CFO Summit, a premier forum for corporate finance executives, which annually gathers together over 600 of the world’s leading chief financial officers. Jeremy Seidman also volunteers on the board of Coaching4Change, serving as a bridge between under-resourced school districts and local colleges to provide mentorship programs for a diverse student population. Along with his wife Lorin, Jeremy is actively involved in Combined Jewish Philanthropies, providing much-needed food, financial and medical resources for people in need around the world.

In his spare time, Jeremy enjoys spending time with his family — preferably outdoors. They enjoy skiing, kayaking, boating and playing endless games of fetch with their Portuguese Water Dog, Ray Ray. 

Jeremy Seidman is proud of the work he has done in the financial industry, and of the experience that he has shared with others. He takes great pride in mentoring young entrepreneurs, and connecting local business leaders with the CFO community. He hopes to share some of those insights with you here, so check back on a monthly basis for the latest.