Meet Jeremiah
Jeremiah is the Chief Commercial Officer at Mercer Advisors, where he leads the firm’s commercial organization focused on driving growth through attracting new clients, refining how Mercer Advisors expresses its differentiation, and developing new offers and services. His work is centered around deepening client value and further strengthening the firm’s integrated platform so advisors can do their best work. He brings over 15 years of executive leadership in the family office and wealth management industry with experience across advisory, client development, service, operations, and marketing.
One of the 700-plus employee-owners of the firm, Jeremiah is a recognized a thought leader, frequently contributing commentary and insights to top-tier media outlets including the Wall Street Journal, Bloomberg, and Barrons.
An estate and tax attorney by training, Jeremiah has deep expertise in advising families on preserving multigenerational family wealth, navigating complex entities, family governance, and charitable strategies. Before joining Mercer Advisors, he owned a law practice focused on those areas. He holds an MBA from the Wharton School at the University of Pennsylvania, a J.D. from Western Michigan University, a Master of Laws in Taxation from the University of Denver, and a bachelor’s degree from the University of Nevada.
Jeremiah lives in Santa Barbara with his wife and four sons and loves everything ocean, from sailing and surfing to snorkeling and free-diving. An avid sports fan, he coaches his sons in basketball where together they make a full five-man team.
Articles by Jeremiah
The Election Is Over, Now What? Webinar
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New Legislation Impacts Retirement Planning
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