Conversant Wealth Management
Founders Jeremy Niederstadt and Jeff Courtemanche founded their firm to help executives, professionals, business owners, entrepreneurs, individuals and families achieve their personal financial goals. Jeremy has 20+ years of wealth management experience, first at Raymond James and primarily at Merrill Lynch. His designations include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Plan Fiduciary Advisor. Jeff has 26+ year career at Merrill Lynch and holds a Master’s in Financial Analysis and Investment Management.