Jeremy Bolf is a native to Austin, Texas, and an alumnus of Texas State University, with a Bachelor of Business Administration in finance.

Early in his career he held position as an auditor with the Texas State Securities Board. During his term, he was the lead Texas investigator on a multi-state, multi-jurisdictional investigation of a $1.7 billion investment scam that involved a private equity firm and wholesale broker dealer. He went on to serve as a compliance consultant to RIAs across the country before joining CWA.

“I find motivation from helping people navigate the complicated regulatory environments and reducing the anxiety that comes with the sheer volume of rules and laws. The best part of it all is alleviating the stresses of complex regulations and celebrating the achievements of clients and CWA professionals when their expectations are exceeded.”

Jeremy enjoys playing guitar and is learning the banjo. He actively runs races of all distances from 5K up to 50K and stays busy between his wife, Emily, daughter Phoebe, and his two dogs, Tiger and Luna.