About
Jeremy Modell is a managing partner at Clarkston Capital Partners, LLC, an independent investment management firm based in Michigan. In this leadership role, he is responsible for overseeing portfolio management and investment strategy for a diverse client base that includes high-net-worth individuals, institutional investors, and charitable organizations. Clarkston Capital Partners manages over $6.7 billion in assets, and Jeremy plays a key part in shaping client-focused solutions at the firm.
His investment expertise covers portfolio management across multiple asset classes, including equities, fixed income, and alternative investments, tailored to both individual and institutional mandates. Jeremy is actively involved in managing portfolios for individuals, small businesses, pooled investment vehicles, and institutional clients, ensuring fiduciary duty and transparent fee structures.
Prior to his tenure with Clarkston Capital Partners, Jeremy held leadership roles at Alps Distributors, Inc., and he has passed the Series 63 and Series 65 licensing exams, qualifying him as both a securities agent and investment adviser representative. Based in the greater Detroit area, he brings over 14 years of experience in financial advisory and investment management, and is recognized for his disciplined and client-centric approach.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clarkston Capital Partners LLC | Managing Partner | Sep 2011 to Present | — |
| r.h. Bluestein & Company | Managing Director | Jun 2001 to Sep 2011 | — |
| Morgan Stanley | Vice President | Jan 1996 to May 2001 | — |
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration, Finance
1999 — 2001
Brown University
Bachelor of Arts, Business Economics
1990 — 1994
Others at Clarkston Capital Partners, LLC (6)
| Name | Role | Location |
|---|---|---|
C Cole Chewins | Research Analyst | East Lansing, MI , United States |
D Daniel Coble | Research Analyst | Detroit, MI , United States |
| Partner | Detroit, MI , United States | |
| Analyst | Rochester, MI , United States | |
| Partner | Rochester, MI , United States | |
| Portfolio Manager | Scottsdale, AZ , United States |