Jeremy Connerton

Director

  • Shareholder

Jeremy is a Director in Client Advisory for Pathstone in the Alexandria, VA office. He is responsible for advising clients on a variety of wealth management solutions including investment management, trust and estate planning, income taxes, and education for the next generation.

Prior to Pathstone, Jeremy was a Client Service Associate Director for Dyson Capital Advisors. He worked directly with clients to develop, implement, and monitor comprehensive and customized plans to meet their financial goals. Before joining Dyson, Jeremy worked for four and a half years in J.P. Morgan’s Asset & Wealth Management group – in the Private Bank – first in New York City and then in Washington, DC.

Jeremy grew up in Geneva, Switzerland, except for a few years living in both France and Kuwait, before moving to the US to attend college. He graduated from the University of Virginia with a Bachelor of Arts in Foreign Affairs and a certificate from the McIntire Business Institute. Jeremy currently lives in Washington, DC with his fiancée and dog, and enjoys finding new travel destinations, skiing, and playing tennis in his free time.

Group

Advisory Services

- Client Advisory

Office

D.C. Metro Area (Alexandria)

Contact & Locations

Jeremy is a Director in Client Advisory for Pathstone in the Alexandria, VA office. He is responsible for advising clients on a variety of wealth management solutions including investment management, trust and estate planning, income taxes, and education for the next generation.

Prior to Pathstone, Jeremy was a Client Service Associate Director for Dyson Capital Advisors. He worked directly with clients to develop, implement, and monitor comprehensive and customized plans to meet their financial goals. Before joining Dyson, Jeremy worked for four and a half years in J.P. Morgan’s Asset & Wealth Management group – in the Private Bank – first in New York City and then in Washington, DC.

Jeremy grew up in Geneva, Switzerland, except for a few years living in both France and Kuwait, before moving to the US to attend college. He graduated from the University of Virginia with a Bachelor of Arts in Foreign Affairs and a certificate from the McIntire Business Institute. Jeremy currently lives in Washington, DC with his fiancée and dog, and enjoys finding new travel destinations, skiing, and playing tennis in his free time.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

Contact & Locations

Lakewood, CO

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Alexandria, VA

Contact & Locations

Maryland

Contact & Locations

Naples, FL

Contact & Locations
Street view of Winter Park Florida Pathstone Office

Winter Park, FL

Contact & Locations

Atlanta, GA

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Boston, MA

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Englewood, NJ

Contact & Locations
Aerial view of New York City

New York, NY

Contact & Locations

Providence, RI

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Austin, TX

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Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations