Jeremy S. David, ESQ., CFP®
Managing Director, CCO
Jeremy joined Little House Capital in 2017 as a founding member, Managing Director, and Chief Compliance Officer (CCO), and he is also the firm’s Chief Fiduciary Officer. He oversees relationships for high-net-worth individuals and families and advises clients in the areas of investment management, financial and estate planning, tax, and fiduciary services as he has done for over 23 years. Jeremy is a CERTIFIED FINANCIAL PLANNERTM and member of the Massachusetts Bar.
Prior to Little House Jeremy served as Senior Vice President and Senior Wealth Management Officer at People’s United Wealth Management where he was responsible for the management and administration of trust and investment agency relationships totaling $200 million. Prior to that he was Vice President and Senior Trust Officer at Eastern Wealth Management and held financial advisory positions with Sovereign Bank (now Santander) and AXA Advisors’ Elite Services Group. Jeremy began his career as attorney in private practice focusing on estate planning and estate administration. Jeremy is also a Trustee and Investment Committee Chair of the Bridgewater State University Foundation.
Jeremy’s educational background includes a Juris Doctor (cum laude) with a concentration in Estate Planning and Taxation from Suffolk University Law School, where he was a editor and writer for Suffolk University Law Review. Jeremy also holds a Certificate in Financial Planning from Boston University, and a Bachelor of Arts in Political Theory and French from Franklin & Marshall College.