Jeremy S. David, ESQ., CFP®

Partner, Managing Director at Little House Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Braintree, Massachusetts, United States, US
Languages
  • French -

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Bio

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5.0

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Jonathan J. Pike, CPA, CVGA

I've had the pleasure to work with Jeremy on several mutual clients and have always found him to be attentive and responsive to his clients' needs. He addresses his clients' needs from a long-term strategic outlook and has great passion for his work.

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Experience

  • Little House Capital, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner, Managing Director
      • Nov 2017 - Present

      Jeremy is a Founding Partner and Managing Director of Little House Capital. He also serves as the firm's Chief Fiduciary Officer and Chief Compliance Officer and oversees relationships for high net worth individuals and families and assists them in all aspects of capital management and financial, tax and estate planning. Jeremy is a Founding Partner and Managing Director of Little House Capital. He also serves as the firm's Chief Fiduciary Officer and Chief Compliance Officer and oversees relationships for high net worth individuals and families and assists them in all aspects of capital management and financial, tax and estate planning.

  • People's United Bank, N.A.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President / Wealth Management
      • Apr 2012 - Nov 2017

  • Eastern Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Vice President / Wealth Management
      • 2005 - 2012

  • Santander Bank, N.A.
    • United States
    • Banking
    • 700 & Above Employee
    • Financial Advisor
      • 2002 - 2005

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Estate Advisor
      • 2000 - 2002

  • Attorney at Law
    • Law Practice
    • 700 & Above Employee
    • Attorney (Estate Planning)
      • 1999 - 2000

Education

  • Suffolk University Law School
    JD, Trusts, Estates & Taxation, cum laude
    1996 - 1999
  • Boston University
    CFP, Financial Planning
    2009 - 2011
  • Franklin & Marshall College
    BA, Political Theory & French
    1991 - 1995
  • Belmont Hill School
    College Preparatory, cum laude
    1986 - 1991

Community

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