Jamie Nero

Jamie’s background blending a career as a naval officer and more than 16 years of experience as a trusted advisor gives him specialized knowledge and perspective to help lead his clients through an experience to understand their needs, develop sophisticated strategies, and help generate solutions that impact their financial futures. Jamie works with select ultra-wealthy families, business owners and non-profits to deliver unbiased investment management across conventional and alternative asset classes. He applies his military skills to help lead and advise clients in a disciplined, objective, and accountable manner.

A disciplined advisor, Jamie is fastidious about research and analysis and takes a forward-thinking approach to creating comprehensive plans that help clients build, manage, preserve and transfer their wealth. He constantly strives to understand what is important to his clients and leads them in making the best decisions that align with their values.

Jamie grew up in New York’s Hudson Valley and lives in Lake Forest with his wife, Kimberley, and their two children. A former Naval Supply Corps Officer and graduate of the U.S. Naval Academy, Jamie counsel’s active academy candidates as a Blue & Gold Officer.  After the completion of his service in the Navy, Jamie attended the Kelley School of Business at Indiana University earning an MBA in finance. He is passionate about basketball and played at the Naval Academy. In his spare time Jamie enjoys playing basketball, golfing and going to the beach.