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Jeremy Katzeff, CFA has held various roles in the financial industry, starting as an Analyst at Neuberger Berman in 2004. Jeremy later transitioned to roles at Goldstein Capital Corporation and TMC Bonds before joining BlackRock, where they served as a Director in iShares Product Strategy and Blackrock Solutions. Subsequently, they worked at JPMorgan Chase & Co. as Vice President Asset Management before moving to Broadridge as a Senior Director. Currently, Jeremy is Vice President - Head of Buy Side Solutions at GoldenSource, where they oversee global asset management client operations and leads efforts on Cloud Data Services. Throughout their career, Jeremy has demonstrated expertise in product management, strategy development, and client relationship management within the financial services industry.

Jeremy Katzeff, CFA obtained a Bachelor of Science in Business Administration and Management with a focus on Finance from the University at Buffalo School of Management, The State University of New York in 2002. Jeremy also received the Chartered Financial Analyst (CFA) certification from the CFA Institute in 2009.