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Jeremy Seidman


Jeremy Seidman is a dedicated wealth management professional, with over two decades of experience. With a passion and skill to successfully guide individuals to their financial goals, Jeremy has based his career on integrity, hard work and focus on the client.

Jeremy received his undergraduate degree at the University of Pennsylvania, and later earned his MBA from MIT Sloan School of Management. Early in his financial career, Jeremy worked at Credit Suisse Private Bank USA for over a decade, and served on Credit Suisse’s Advisory Council, a 14-person leadership team in the Private Bank. Today he is a managing director at a Wall Street financial services firm, and leader of the Seidman/Bevis Group. Jeremy also volunteers his time with the MIT Sloan CFO Summit, Coaching4Change, and Combined Jewish Philanthropies. 

Outside of his work, Jeremy Seidman is an avid outdoorsman. As a family, the Seidmans enjoy skiing in New Hampshire and Utah, kayaking and boating at their summer house in Narragansett, Rhode Island, and playing endless games of fetch with their Portuguese Water Dog, Ray Ray (named after the UConn basketball legend, Ray Allen).

For Jeremy, getting outside and exploring is about the joy of doing it; the joy of simply living, and the fun of living simply. One of Jeremy’s most cherished memories is skiing with his dad down various mountains across the Northeast. While he never took formal lessons, Jeremy would ride the chairlift and ski down the icy trails. “Mountains like Okemo, Killington, and Attitash were our playgrounds,” Jeremy says about the trips. “Every other Friday of every single winter of every year of my childhood we would hop in the car for a day of father/son skiing.”

These days find Jeremy Seidman passing on the experience to his own children as they ski every winter weekend at Loon Mountain in New Hampshire, and he’s quick to mention there’s no trail or snow condition that the three won’t weather together. Spending time as a family and accomplishing difficult tasks that foster a sense of fulfillment are great lessons at any age, and Jeremy’s thankful he can lead his family through that in a manner that helps them grow closer and have a lot of fun doing it.

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