Jeremy Christensen

Senior Director, Wealth & Retirement @Inspira Financial

Oak Brook, IL

I drive the development of new fund custody business through prospects and existing clients. Prior to this role, I spent 3 years working in senior positions for Sterling Trust Company and 5 years providing effective financial solutions and strategies for individuals at Morgan StanleyInspira is a high-growth, technology-enabled company with more than 6M client accounts and $60B plus of assets. We pride ourselves in being an ally that provides trusted expertise, great service and comprehensive access to custody solutions.As a directed custodian of alternative investments, we help individuals and professionals: Establish client accounts Facilitate investment transactions as directed Track and report account activity Ensure accurate and timely record keeping Process annual tax documentsINDUSTRY RECOGNITIONS LendIt Fintech USA 2018 - Professional Services Company of the Year Inc. – #44 in Crain’s Fast 50 Chicago Business Fastest Growing CompaniesWith such a wide range of investment options to choose from, investors need someone with deep expertise to identify the best solution for their needs. I love that my job allows me to be creative and flexible with the investment solutions we propose – and we offer great results too!For example, our solutions helped HGC Fund Management create transparency in their funds and meet SEC custody rules leading to stronger and new relationships with institutions, single and multi-family offices, independent asset managers and insurance companies that are interested in consumer, small business, real estate and other sectors of the digital finance marketplace. The information below will demonstrate ways in which clients leverage our solutions to broaden their investment options.Specialties: Alternative Investments | Alternative Assets | Fund Custody | Self-directed IRA | Alternative Investment Platform

University of Oklahoma

Bachelor of Science (BS)

University of Oklahoma

Master of Business Administration (MBA)