Jeremy Kath
Partner and Investment Advisor at Equitable Trust
- Role
- Partner and Investment Advisor at Equitable Trust
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
Experience
Partner and Investment Advisor
Jan 2015 — Present
Equitable Trust stands as a recognized leader in trust and investment services. Families and Institutions entrust approximately $5 billion in personal assets to its professionals for investment management, estate planning, and trust administration. Specifically we focus on three main areas of financial and fiduciary services:Asset Management- Asset Allocation- Portfolio Management- Third Party Manager Evaluation and Selection- Individual Stock Selection- Institutional Consulting: 401(k), Endowment, Foundation Trust Services- Trust Administration- Directed Trustee - Estate Settlement- Real Estate AdministrationPlanning- Estate- Retirement- Education Funding- Charitable Giving
Education
University of California, Berkeley
MA, Ancient History
2000 — 2002
Vanderbilt University
BA, Classical Studies
1997 — 2000
Skills
- Due Diligence
- Hedge Funds
- Lbo
- Financial Modeling
- Corporate Finance
- Equities
- Corporate Development
- Alternative Investments
- Private Equity
- Financial Analysis
- Buyouts
- Investment Banking
- Equity Research
- Capital Markets
- Investments
- Sell Side
- Valuation
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