Jeremy S. Office
Principal at Maclendon Wealth Management
- Role
- Principal at Maclendon Wealth Management
- Location
- Delray Beach, FL, US
- LinkedIn followers
- 500 followers
About Jeremy S. Office
Jeremy is the Principal of Maclendon Wealth Management, a boutique multi-family office…
Experience
Principal
Jun 2011 — Present · Delray Beach, FL, US
A boutique multi-family firm that caters to clients through services including wealth preservation, asset management, retirement planning, investment services, and traditional and alternative investment consulting in a fully transparent environment
Education
Miami University
Bachelor of Science (BS), Finance
1995 — 1998
Lynn University
Doctor of Philosophy (PhD), Global Leadership
2006 — 2011
Centerville High School
Diploma
1990 — 1994
University of Florida
Master of Business Administration (MBA)
2001 — 2002
Skills
- Investments
- Venture Capital
- Securities
- Estate Planning
- Investment Banking
- Wealth Management
- Retirement Planning
- Asset Allocation
- Liability Management
- Portfolio Management
- Asset Managment
- Investment Advisory
- Series 7
- Investment Management
- Investment Strategies
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