Jeremy Glenn is a wealth management financial advisor based in Boston.

Jeremy focuses on helping his clients navigate the global capital markets and on simplifying their financial lives. He works with individuals and families to identify their long-term goals, and constructs asset allocation strategies and diversified portfolios to help them achieve these goals.

CAPTRUST welcomed him in late 2024 when Boston Financial Management (BFM) became CAPTRUST. At BFM, Jeremy served as managing director, focusing on portfolio management and building long-term relationships with individuals and families. Jeremy also led the firm’s marketing and distribution efforts.

Jeremy’s previous experience includes serving as vice president, business strategy with Cambridge Trust Company and as chief operating officer/chief compliance officer at Wellesley Investment Partners. Prior to that, he held several positions at Windward Investment Management and the Charles Schwab Corporation upon its acquisition of Windward.

Jeremy earned a Master of Business Administration degree from Cornell University’s Johnson Graduate School of Management and a Bachelor of Science degree in marketing communications from Emerson College.

In his free time, Jeremy enjoys tennis, reading, and exploring his Fenway neighborhood.