All team
Jeremy Wallace, CFP®
Chief Investment Officer
Jeremy has nearly two decades of experience in the financial industry. He opened Wallace Hart to offer independent, comprehensive advice, and he leads the firm's investment process.
Education
- International Economics, Emory University
- Certificate in Financial Planning
Previously
- UBS Financial Services
- Merrill Lynch
Away from the office
In his free time, he enjoys spending time with his wife, Julie, and their three children, Isabel, Lincoln, and Reid. He is an avid Chicago Cubs baseball fan and enjoys golfing with his wife and traveling with his family.
Imagine the Possibilities
What could your wealth make possible?
A first conversation costs nothing and commits you to nothing. We will talk about where you are, what you want, and whether we are the right fit. If we are not, we will tell you.