Jeremy Nagler
Vice President, Planning Solutions
Jeremy joined Summit Trail in 2021 as Vice President of Planning Solutions leading the Estate Analysis team in the Digital Planning development process. Jeremy has over six years of experience delivering results starting as a Client Service Associate and becoming the Director of Asset and Quantitative Analysis at Heritage Strategies LLC. Jeremy’s main responsibilities include the generation and maintenance of models using quantitative data driven techniques to simplify complex estate planning strategies. Jeremy assists his team by providing leadership and the oversight necessary for the development of Asset, Data and Legal Flow diagrams for clients.
Education:
Jeremy graduated from the University at Albany, State University of New York with a BS in Actuarial and Mathematical Sciences and a BS in Economics. He has also earned a MS in Quantitative Finance from Hofstra University.