Jeremy Wyatt Deems

Jeremy Wyatt Deems

48 jaar
Miscellaneous
Finance
Commercial Services

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

BedrijvenFunctieBegin
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
Corporate Officer/Principal -
Founder 01-07-2007
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Alle actieve functies van Jeremy Wyatt Deems

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

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Financial Investors Trust

Miscellaneous

Forward Funds, Inc.

Finance

Miscellaneous

Finance

Reflow Fund LLC

Miscellaneous

Alps Variable Insurance Trust /Old/

Miscellaneous

Miscellaneous

Finance

Shelton Sustainable Equity Fund

Miscellaneous

Commercial Services

Morgan Stanley Dean Witter

Finance

Commercial Services

ReFlow Management Co. LLC

Sutton Place Management LLC

Miscellaneous

ALPS ETF Trust

Miscellaneous

Clough Funds Trust

Miscellaneous

Elevation ETF Trust

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