Jeremy Wyatt Deems
Chairman bij REAVES UTILITY INCOME FUND
Profiel
Mr. Jeremy W.
Deems is an Independent Trustee at The Alerian MLP ETF, a Chairman at Reaves Utility Income Fund, a Chief Financial Officer, Chief Compliance Officer & Portfolio Manager at Green Alpha Advisors LLC, a Co-Portfolio Manager at Shelton Green Alpha Fund and a Member at The American Institute of Certified Public Accountants.
He is on the Board of Directors at Clough Funds Trust, The Alerian MLP ETF, ALPS ETF Trust, Financial Investors Trust, ALPS REIT Dividend Dogs ETF and Elevation ETF Trust.
Prior to co-founding Green Alpha, Mr. Deems was CFO of Forward Management, LLC, the investment advisor to the Forward Funds and Sierra Club Mutual Funds.
He was responsible for all areas related to finance, operations, and human resources.
Jeremy was also a co-portfolio manager on the Sierra Club Stock Fund, alongside Green Alpha co-founder, Garvin Jabusch.
In addition, Jeremy was the CFO of ReFlow Management Co., LLC, an innovative liquidity management tool for the mutual fund industry, developed by Gordon Getty.
There, he was responsible for all financial matters for more than 15 related business entities and affiliates with over 50 employees.
From 2004 to 2005, Jeremy also served as treasurer of the Forward Funds and Sierra Club Funds.
His tenure at Forward and ReFlow provided invaluable experience related to new venture creation and the opportunities and challenges associated with start-up ventures in the investment industry.
Prior to joining Forward Management and ReFlow in 1998, Jeremy worked within the Investment Consulting Services Group (Separately Managed Accounts) at Morgan Stanley Dean Witter.
He holds a B.S.
in Business Administration, Honors Concentration in Financial Services and a Minor in Accounting from Saint Mary’s College of California.
He returned to Saint Mary’s College several years later to pursue his MBA in Finance.
Actieve functies van Jeremy Wyatt Deems
Bedrijven | Functie | Begin |
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ALPS ETF TRUST - ALPS REIT DIVIDEND DOGS ETF | Director/Board Member | - |
REAVES UTILITY INCOME FUND | Chairman | 01-01-2017 |
ALPS ETF TRUST - ALERIAN MLP ETF | Director/Board Member | 25-03-2008 |
Shelton Sustainable Equity Fund | Corporate Officer/Principal | - |
Elevation ETF Trust | Director/Board Member | - |
Financial Investors Trust | Director/Board Member | 01-01-2008 |
ALPS ETF Trust | Director/Board Member | 01-01-2008 |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
Green Alpha Advisors LLC
Green Alpha Advisors LLC Investment ManagersFinance Green Alpha Advisors LLC, dba Green Alpha Investments (Green Alpha), is an independent, SEC-registered investment advisor headquartered in Niwot, Colorado. The firm was founded by Jeremy Deems and Garvin Jabusch in 2007. Green Alpha offers investment advisory services to their individual and institutional clients in the form of separately managed accounts, a fixed income mutual fund, the AXS Sustainable Income Fund (ticker: AXSKX), and an exchange-traded fund (ETF), the AXS Green Alpha ETF (ticker: NXTE). | Founder | 01-07-2007 |
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Eerdere bekende functies van Jeremy Wyatt Deems
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Opleiding van Jeremy Wyatt Deems
St. Mary's College of California | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 18 |
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Financial Investors Trust | Miscellaneous |
Forward Funds, Inc. | Finance |
Reaves Utility Income Fund
Reaves Utility Income Fund Investment Trusts/Mutual FundsMiscellaneous Reaves Utility Income Fund Is a closed-end management investment company. The Fund's investment objective is to provide a level of after-tax income and total return consisting primarily of tax-advantaged dividend income and capital appreciation. The company was founded on September 15, 2003 and is headquartered in Denver, CO. | Miscellaneous |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
Reflow Fund LLC | Miscellaneous |
Alps Variable Insurance Trust /Old/ | Miscellaneous |
ALPS REIT Dividend Dogs ETF
ALPS REIT Dividend Dogs ETF Investment Trusts/Mutual FundsMiscellaneous The Cohen & Steers Global Realty Majors ETF offers investors an opportunity to benefit from the substantial and growing long-term income streams and diversifcation benefits that REITs and REIT-like structures can provide, including: participation in the growth and development of REITs worldwide, diversification by asset class and geography and direct particpation in local economic growth | Miscellaneous |
Green Alpha Advisors LLC
Green Alpha Advisors LLC Investment ManagersFinance Green Alpha Advisors LLC, dba Green Alpha Investments (Green Alpha), is an independent, SEC-registered investment advisor headquartered in Niwot, Colorado. The firm was founded by Jeremy Deems and Garvin Jabusch in 2007. Green Alpha offers investment advisory services to their individual and institutional clients in the form of separately managed accounts, a fixed income mutual fund, the AXS Sustainable Income Fund (ticker: AXSKX), and an exchange-traded fund (ETF), the AXS Green Alpha ETF (ticker: NXTE). | Finance |
Shelton Sustainable Equity Fund | Miscellaneous |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Morgan Stanley Dean Witter | Finance |
Sierra Club
Sierra Club Miscellaneous Commercial ServicesCommercial Services Sierra Club is a membership organization that focuses on spreading awareness on environmental issues. The firm operates stores for books, calendars, note cards, holiday cards, men’s and women’s apparel, bags and packs, and coffee and tea. The company was founded by John Muir in 1892 and is headquartered in Oakland, CA. | Commercial Services |
ReFlow Management Co. LLC | |
Sutton Place Management LLC | |
The Alerian MLP ETF
The Alerian MLP ETF Investment Trusts/Mutual FundsMiscellaneous Alerian MLP ETF delivers exposure to the Alerian MLP Infrastructure Index (NYSE: AMZI), a capped, float-adjusted, capitalization-weighted composite of 25 energy infrastructure Master Limited Partnerships that earn the majority of their cash flow from the transportation, storage, and processing of energy commodities. The fund seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the Alerian MLP Infrastructure Index. The company was founded on September 13, 2007 and is headquartered in Denver, CO. | Miscellaneous |
ALPS ETF Trust | Miscellaneous |
Clough Funds Trust | Miscellaneous |
Elevation ETF Trust |