Jeremiah Barlow

EVP, Head of Wealth Solutions at Mercer

Speaker

Jeremiah is the Executive Vice President, Head of Wealth Solutions at Mercer Advisors, where he brings over 15 years of executive leadership in the family office and wealth management industry. In his role, he is accountable for everything from strategy to the day-to-day delivery of our family office platform. This includes wealth advisory, financial planning, investment solutions, estate planning, tax, insurance, and fiduciary services.

One of the 670-plus employee-owners of the firm, Jeremiah is a recognized thought leader, frequently contributing commentary and insights to top-tier media outlets including the Wall Street Journal, Bloomberg, and Kiplinger.

An estate and tax attorney by training, Jeremiah has deep expertise in advising families on preserving multigenerational family wealth, navigating complex entities, family governance, and charitable strategies. Before joining Mercer Advisors, he owned a law practice focused on those areas. He holds an MBA from the University of Pennsylvania’s Wharton School, a JD from Western Michigan University, a Master of Laws in Taxation from the University of Denver, and a bachelor’s degree from the University of Nevada.

Jeremiah lives in Santa Barbara with his wife and four sons and loves everything ocean — from sailing and surfing to snorkeling and free-diving. An avid sports fan, he coaches his sons in basketball where together they make a full five-man team.