Ohnward Oaks Managed Portfolios

Name

Title

A brief description.

• CFA, Chief Investment Officer for Ohnward Bancshares, Inc. Manages client portfolios, developing and implementing investment strategies, performing investment analysis, and managed portfolios. Jeremy holds a MBA and Bachelor’s degree in Finance from North Central College, Naperville, IL. He has obtained the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Madison. Prior to joining Ohnward Bancshares, Jeremy’s experience included managing large cap and mid cap funds, managing client portfolios and performing investment analysis.
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