Jeremy Carpenter

Jeremy Carpenter

Jeremy Carpenter, MBA, has worked in the financial industry for 11 years, previously holding such positions as market maker and specialist for E*TRADE Financial. Currently, as a member of Investor Solutions, he provides financial planning and investment management for a wide variety of clients and institutions. He has a Bachelor of Arts degree in finance and accounting from the University of Illinois, Chicago, and an MBA from the University of Miami.

  1. Banking

    Can't Get A Bank Loan? Turn To Your Neighbor

    Peer-to-peer lending can be an inexpensive way to gain access to credit when banks are restricting lending -- but you need ...
  2. Pensions

    Employer Responsibility For Pension Plans

    Here is a look at the role employers play in 401(k) plans.
  3. FA Relevant

    The Roth Conversion Mulligan

    Recharacterizing your Roth back to a Traditional IRA is a great way to capitalize on a major market decline.