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About
Jeremy Taubes is a Principal and Planning Advisor at Summit Trail Advisors in New York, NY, where he specializes in comprehensive financial and legacy planning for high-net-worth individuals and families. In his current role, he brings a strategic approach to investment and wealth management, leveraging deep expertise in estate, tax, and insurance planning.
Jeremy's career spans over a decade of experience in the wealth management and insurance sectors, including his previous position as Senior Vice President at Heritage Strategies LLC, where he focused on advanced insurance strategies and structured solutions for complex estate plans. At Summit Trail Advisors, his specific focus areas include insurance solutions, annuities, and multi-generational wealth transfer strategies tailored for ultra-high-net-worth clients.
He holds a BBA in Accounting from Hofstra University and has completed additional studies at Emory University. Jeremy is known for his contributions to the insurance and legacy planning segments within private wealth management, earning a reputation for designing sophisticated asset protection and transfer strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Trail Advisors | Principal | Feb 2021 to Present | — |
| Summit Trail Advisors | Registered Representative of The Leaders Group, Inc. Member FINRA and SIPC | Feb 2021 to Present | — |
| Heritage Strategies LLC | Senior Vice President | Mar 2010 to Feb 2021 | — |
| Lifton Financial Group | Consultant | Apr 2008 to Mar 2010 | Work directly with Steve and George on numerous projects ranging from real estate to energy. |
| MB, Inc | Consultant | Jan 2006 to Mar 2010 | Raise private equity for businesses that display a sound business plan and have strong growth potential. Seek buyers and sellers of select commodities. |
| Helix Pictures | Consultant to CEO | Jan 2004 to Mar 2010 | Advise the CEO on possible investments outside of the film industry. Raise equity for film projects. |
| Forstmann Asset Management, LLC | Head Trader | Jan 2002 to Jan 2004 | — |
| Puglisi and company | Trader | Jan 1998 to Jan 2003 | — |
Education
Hofstra University
BBA, Accounting
1998 — 2001
Emory University
1997 — 1998
Great Neck North
1993 — 1996
Others at Summit Trail Advisors, LLC (43)
| Name | Role | Location |
|---|---|---|
 | Partner | New York, NY , United States |
B Brandon Woods | Principal | New York, NY , United States |
 | Partner | Chicago, IL , United States |
C Cameron Green | Associate | Chicago, IL , United States |
D Daniela Pedley | Partner | San Francisco, CA , United States |
D Danielle Louton | Partner | San Francisco, CA , United States |
 | Principal | Sarasota, FL , United States |
 | Associate | San Francisco, CA , United States |
 | Partner | TX , United States |
 | Partner | Cold Spring Harbor, NY , United States |
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A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |
 | Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
 | Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States |
 | Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |
