Jeremy joined Little House Capital in 2017 as a founding member, Managing Director, and Chief Compliance Officer (CCO), and he is also the firm’s Chief Fiduciary Officer. He oversees relationships for high-net-worth individuals and families and advises clients in the areas of investment management, financial and estate planning, tax, and fiduciary services as he has done for over 23 years. Jeremy is a CERTIFIED FINANCIAL PLANNERTM and member of the Massachusetts Bar. Prior to Little House Jeremy served as Senior Vice President and Senior Wealth Management Officer at People’s United Wealth Management where he was responsible for the management and administration of trust and investment age