Jeremy Saltzberg

Jeremy Saltzberg is Vice President and Senior Investment Officer at Check Capital Management Inc., based in Costa Mesa/Newport Beach, California. In his current role, he is responsible for providing targeted financial counsel and overseeing various client-service initiatives, including portfolio management for individuals, small businesses, and investment companies. He plays a key part in the firm’s strategy to manage stock and bond portfolios composed of high-quality securities from established industry leaders.

Saltzberg has substantial experience in investment research and portfolio management, having previously served as Portfolio Manager and Director of Research at Avondale Asset Management, and Vice President of Investment Research at Spectrum Asset Management. His background includes analysis and management across both equity and fixed income asset classes, with a particular emphasis on value-oriented research and client-centric investment solutions.

Jeremy holds a Bachelor’s degree in Business Economics from the University of California, Santa Barbara. He has passed the Series 65 examination and is registered to provide investment advice in California. His professional expertise spans financial planning, portfolio management, and investment research, contributing to disciplined, long-term wealth preservation and growth strategies for his clients.