Mr. Green has been with C-III since 2013 and focuses primarily on financial planning and analysis, valuation, as well as fund and portfolio management activities. During his tenure at C-III, he has led numerous projects to drive financial and operating efficiencies and has been an integral part of the investment life cycle and decision making process.
Prior to joining C-III, Jeremy was a Vice President for Bank of America’s Private Bank. During his time at the firm, he provided wealth and investment management services to the Private Bank’s high net worth and institutional clients.
Mr. Green earned a B.S. in Finance from The University of Texas at Dallas. He is a CFA Charterholder and a member of the CFA Society of Dallas/Fort Worth. Jeremy is an avid golfer, devoted husband and father of two.
