Jeremy Taubes

Jeremy joined Summit Trail in 2021 as a Principal and Advisor to wealthy families. He works nationwide with industry professionals and private business owners to provide financial planning, estate review, and investment services. Jeremy launched his professional career as a hedge fund trader with Puglisi and Company while attending Hofstra. During his time at Puglisi, he gained hands-on knowledge of the securities industry and the financial markets. Prior to joining Summit Trail, Jeremy worked as a Senior Vice President of Business Development at Heritage Strategies, LLC where he had worked since 2010.

Education:

Jeremy graduated from Hofstra University in 2001 with a BS in accounting. He holds various licenses which include Life, Accident & Health Insurance, Variable Life Insurance & Annuities, Property & Casualty Insurance, General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63).