Jeremiah Riethmiller, CFA, CAIA, CFP®

Chief Investment Officer at Sarian Strategic Partners at HighTower
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2020
    - Nov, 2024
  • Chartered Alternative Investment Analyst
    CAIA Association
    Nov, 2016
    - Nov, 2024
  • Series 66
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2015
    - Nov, 2024
  • Chartered Financial Analyst
    CFA Institute
    Sep, 2013
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Jan, 2011
    - Nov, 2024

Experience

  • 2/13 Strategic Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Jan 2020 - Present

    • Director, Investment Strategy & Research
      • Mar 2016 - Jan 2020

    • Senior Investment Analyst
      • Jan 2015 - Mar 2016

  • Lincoln Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Investment Analyst
      • Feb 2014 - Jan 2015

    • Team Lead: Funds Management - Economics & Operations
      • Nov 2011 - Feb 2014

    • Funds Management - Operations
      • Nov 2010 - Nov 2011

  • Economic Research Institute of Erie (ERIE)
    • Erie, Pennsylvania Area
    • Economist - Graduate Research Assistant
      • Jun 2009 - May 2010

  • Lincoln Financial Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investor Relations Consultant (3rd Rotation)
      • Aug 2008 - Jun 2009

    • Fund Specialist (2nd Rotation)
      • Aug 2007 - Aug 2008

    • Accounting Analyst (1st Rotation)
      • Aug 2006 - Aug 2007

Education

  • Penn State University
    Master of Business Administration (MBA)
    2009 - 2010
  • Penn State University
    Bachelor of Science (B.S.)
    2002 - 2006
  • Penn State University
    Bachelor of Science (B.S.)
    2002 - 2006

Community

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