Jeremy Zirin

Jeremy Zirin

Education Jeremy Zirin holds an M.B.A. in finance and statistics from New York University’s Stern School of Business and a B.S. in accounting from the State University of New York at Albany.

Professional history Jeremy is the Head CIO Investment Strategist and manages teams of equity sector, strategy, thematic and technical research analysts. He is also a member of the Wealth Management Americas Asset Allocation Committee. His functional responsibilities include authoring equity strategy research reports, determining the firm’s U.S. size, style and sector strategy allocation and managing several strategy-driven equity recommendation lists of stocks.

Professional affiliation Jeremy is a Chartered Financial Analyst® and a member of the CFA Institute and the New York Society of Security Analysts (NYSSA).

Media exposure Jeremy frequently appears on CNBC and Bloomberg Television and has been quoted in The Wall Street Journal, The New York Times, Bloomberg News, Smartmoney, Dow Jones News Services and other financial news outlets. 

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