Jeremy is Green Alpha’s Chief Financial and Chief Compliance Officer, and, as such, he oversees the company’s financial well-being and ensures the firm’s operations are in compliance with all regulatory rules and best practices. He is also a co-portfolio manager on all Green Alpha portfolios.
Prior to co-founding Green Alpha Advisors in 2007, Jeremy was CFO of Forward Management, LLC, the investment advisor to the Forward Funds and Sierra Club Mutual Funds. He was responsible for all areas related to finance, operations, and human resources. Jeremy was also a co-portfolio manager on the Sierra Club Stock Fund, alongside Green Alpha co-founder, Garvin Jabusch. In addition, Jeremy was the CFO of ReFlow Management Co., LLC, an innovative liquidity management tool for the mutual fund industry, developed by Gordon Getty. There, he was responsible for all financial matters for more than 15 related business entities and affiliates with over 50 employees. From 2004 to 2005, Jeremy also served as treasurer of the Forward Funds and Sierra Club Funds. His tenure at Forward and ReFlow provided invaluable experience related to new venture creation and the opportunities and challenges associated with start-up ventures in the investment industry.
Prior to joining Forward Management and ReFlow in 1998, Jeremy worked within the Investment Consulting Services Group (Separately Managed Accounts) at Morgan Stanley Dean Witter.
Jeremy holds a B.S. in Business Administration, Honors Concentration in Financial Services and a Minor in Accounting from Saint Mary’s College of California. Jeremy returned to Saint Mary’s College several years later to pursue his MBA in Finance. Jeremy has been a licensed Certified Public Accountant since 2001 and is a member of the American Institute of Certified Public Accountants.
Jeremy also serves as an independent Trustee and Audit Committee Chairman of the Reaves Utility Income Fund (a closed-end fund), the ALPS Variable Insurance Trust (an insurance mutual fund family), the ALPS ETF Trust (a family of exchange traded funds), the Financial Investors Trust (a family of open-end mutual funds), the Clough Funds Trust (open end mutual funds) and the Elevation ETF Trust (exchange traded funds). Together, these trusts offer over 60 funds and manage in excess of $20 billion in client assets.
Jeremy enjoys the outdoors with his wife and two kids as much as possible, sharing with them a love of skiing, fly fishing, backpacking and golf.