Jeremy David

Jeremy David is a Managing Director, Chief Compliance Officer, and Chief Fiduciary Officer at Little House Capital LLC in Braintree, MA. He oversees relationships with high-net-worth individuals and families, providing advice on investment management, financial and estate planning, tax, and fiduciary services, leveraging over 23 years of industry experience.

Jeremy primarily focuses on wealth management and fiduciary consulting, serving high-net-worth clients and families with complex trust and estate needs. His expertise spans multi-asset investment portfolios, estate planning structures, tax-advantaged investment strategies, and fiduciary administration, working within sectors that include private client wealth, trusts, and financial planning.

Before joining Little House Capital as a founding partner, Jeremy held senior roles at People’s United Wealth Management (Senior Vice President), Eastern Wealth Management, Sovereign Bank (now Santander), and AXA Advisors’ Elite Services Group, following his early career in estate law. He holds a Juris Doctor (cum laude) with a concentration in Estate Planning and Taxation from Suffolk University Law School, a Certificate in Financial Planning from Boston University, and a B.A. in Political Theory and French from Franklin & Marshall College; he is also a Certified Financial Planner™ and active member of the Massachusetts Bar. Notably, Jeremy serves as Trustee and Investment Committee Chair for the Bridgewater State University Foundation, reflecting his significant contributions to philanthropy and institutional asset oversight.