By Ahmie Baum, CFP® CFBA
We’re thrilled to announce the arrival of the latest addition to our talented team at Interchange Capital Partners! Jeremy Glazier brings a wealth of experience and enthusiasm to the table, and we know he’ll be a valuable asset in helping our clients confidently pursue their financial goals.
In this article, you’ll get to know a bit more about Jeremy, including his background, proficiency, some exciting things he’s looking forward to in his new role, and his interests outside of the office.
So, let’s give a warm welcome to Jeremy Glazier!
Jeremy Glazier’s Background
Jeremy W. Glazier is a seasoned senior management professional with over 15 years of experience across the fields of finance, consulting, and law. In addition to his start-up and private wealth management experience, Jeremy has worked as a consultant and attorney with some of the world’s leading investment banks and asset managers. In these roles, Jeremy advised clients including Goldman Sachs, J.P. Morgan, Bank of America, Blackstone, KKR, and the Carlyle Group.
Before his current role, Jeremy served as Chief of Staff with a London-based start-up, where he worked with senior executives to manage strategic business initiatives from ideation to implementation. As an attorney, Jeremy worked with leading firms, including Simpson, Thacher & Bartlett, and Perkins Coie, representing private equity clients in international and domestic mergers and acquisitions and general legal matters, contributing to deals totaling over $5 billion. Earlier in his career, Jeremy worked in consulting with KPMG and Navigant Consulting, managing a variety of engagements on a global scale.
During his graduate studies, Jeremy worked as a Summer Associate in Citi’s Investment Banking Division and at Grosvenor Capital Management.
Jeremy holds a Juris Doctor, Cum Laude, from Northwestern University Pritzker School of Law, and an MBA, with honors, from the Darden School of Business at the University of Virginia. He earned his Bachelor of Arts in Economics with distinction from the University of Toronto. He is admitted to the Bar in Illinois and the District of Columbia.
Jeremy’s Role With Interchange
Jeremy’s role at Interchange is Chief of Staff to Interchange’s president, Brian Baum. In this position, Jeremy helps scale the firm while acting as a force multiplier for Brian. They will collaborate to make substantial improvements in productivity and impact.
Essentially, Jeremy’s job can be broken down into the following five roles:
“Air traffic controller” for Brian
Merger of work streams that would otherwise remain siloed
Communicator linking Brian and the broader organization
Honest broker when Brian needs a wide-ranging view without turf considerations
Confidant without an organizational agenda
As Chief of Staff, he’ll work across the organization and manage client-facing responsibilities. To date, he’s been involved with initial prospecting meetings, business consulting, financial and estate planning, and investment meetings.
Jeremy’s Favorite Part of His Job
Jeremy’s favorite thing about his job so far is that no two days are the same. His tasks are varied, and he feels constantly challenged. Additionally, Brian has already trusted Jeremy to lead high-level organizational initiatives, allowing him to utilize his full range of skills and experience to drive those programs forward.
Jeremy’s Life Outside of Work
Outside of work, Jeremy is an avid reader, world traveler, hockey player, and non-profit volunteer. He’s also a proud uncle to a niece and nephew who are currently in elementary school, and who look to him as a tutor, mentor, sports coach, and friend to play with.
We’re Proud to Add Stars Like Jeremy to Our Team
Interchange Capital Partners’ mission is to assemble a dynamic, informed team with individuals with a range of skills, experience, and perspectives. We’re confident that Jeremy Glazier’s background and knowledge fit well with Interchange’s styles and strategies. We look forward to his work building strong client and company relations.
If you’re looking for a personal, trusting partnership, please take advantage of our Second Opinion Service. You can email us at team@interchangecp.com or call our office at 412-307-4230 to schedule an introductory appointment.
About Ahmie
Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 44 years of working with wall street banks and financial services firms on behalf of families.
Interchange Capital Partners provides family office and transition strategy services for family businesses, helping families protect and grow their family capital with clarity, understanding, and action by being relevant and resourceful around their unique circumstances.
As a graduate of the University of Pittsburgh, Ahmie began his career with EF Hutton in 1979 and transitioned to UBS in 1993. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®), received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement, and has a Certificate in Family Business Advising (CFBA) from the Family Firm Institute. He also has Certificates from The Growth Institute around Growing and Scaling Business and Cash Management. For the past 20 years, he has been involved with Strategic Coach, an international entrepreneurial training program.
When he’s not working, Ahmie enjoys spending time with his wife, Sara, their three children, and their granddaughters. He recognizes that health is wealth so he has committed to daily yoga, meditation, and plant-based eating. His other hobbies include woodturning, golf, reading, listening to music, and biking. He is active in his community and served as the Foundation Chair of the Jewish Federation Community Foundation of Greater Pittsburgh and supports various philanthropic endeavors. To learn more about Ahmie, connect with him on LinkedIn.
Interchange Capital Partners, LLC, (“INTERCHANGE CAPITAL PARTNERS”) is a registered investment adviser with the Securities and Exchange Commission providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that INTERCHANGE CAPITAL PARTNERS or any person associated with INTERCHANGE CAPITAL PARTNERS has achieved a certain level of skill or training. A copy of INTERCHANGE CAPITAL PARTNERS’s current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request.
INTERCHANGE CAPITAL PARTNERS, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, INTERCHANGE CAPITAL PARTNERS does not provide tax or legal advice.
