Jeremy Niss

Associate Director, Private Client Group @ Yieldstreet

About Jeremy Niss

Jeremy Niss serves as the Associate Director of the Private Client Group at Yieldstreet, where he specializes in complex lending solutions for High Net Worth clients. He has extensive experience in wealth management and asset-based lending, having previously held positions at Morgan Stanley and JPMorgan Chase & Co.

Current Role at Yieldstreet

Jeremy Niss currently serves as the Associate Director of the Private Client Group at Yieldstreet. He has been in this position since 2024, focusing on providing tailored solutions for complex lending needs of clients. His role involves leveraging his expertise in asset-based lending and wealth management to support high net worth clients effectively.

Previous Experience at Morgan Stanley

Prior to his current role, Jeremy Niss worked at Morgan Stanley as a Private Bank Specialist from 2020 to 2023. In this capacity, he developed skills in wealth management and asset-based lending. He also held the position of Associate Private Banker at Morgan Stanley from 2015 to 2020, where he gained significant experience in client relationship management and consultative solutions.

Professional Background at JPMorgan Chase & Co.

Jeremy Niss has a notable history with JPMorgan Chase & Co., where he worked in various roles. He served as Assistant Vice President, Sales Manager for one year in 2010, and later as Assistant Vice President, Private Client Banker from 2011 to 2015. His tenure at JPMorgan Chase involved recruiting, onboarding, and implementing sales strategies to enhance client services.

Education and Academic Background

Jeremy Niss earned his Bachelor's degree from the University at Albany. His educational background has provided him with a solid foundation in finance and business principles, which he has applied throughout his career in the financial services industry.

Skills and Expertise

Jeremy Niss possesses a range of skills relevant to the financial services sector, including asset-based lending and wealth management. He has a proven track record in integrating internal support teams to enhance sales and productivity. His expertise also extends to providing consultative solutions specifically designed for high net worth clients.

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