Jeremy Velocci

Compliance Officer at

Baker Gilmore & Associates, Inc.

Finance

Consumer Services

Profile

Mr. Jeremy S.
Velocci, CFA, is a Chief Compliance Officer & Portfolio Manager at Baker Gilmore & Associates, Inc. He is responsible for credit research and security selection and ensuring regulatory compliance and adherence to industry standards.
He has 20 years of investment industry experience and has been with the firm since 2001.
Previously, he was a Financial Analyst at Future Electronics.
He earned a Bachelor of Administration degree from Bishop’s University, majoring in Finance and Economics.
He holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

Jeremy Velocci active positions

Companies	Position	Start
Baker Gilmore & Associates, Inc. Baker Gilmore & Associates, Inc. Investment ManagersFinance Baker Gilmore is a specialty fixed income manager which aims to provide superior investment performance and service to its clients. The firm’s investment approach combines fundamentally driven forecasts of the key factors driving bond market returns with active management that is underpinned by rigorous portfolio construction and sophisticated risk management. They employ a value-driven approach to generate superior returns over a longer-term investment horizon. Their credit research combines in-house analysis of corporate financial strength with information from credit rating agencies.	Compliance Officer	01/01/2023

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Private companies	2
Baker Gilmore & Associates, Inc. Baker Gilmore & Associates, Inc. Investment ManagersFinance Baker Gilmore is a specialty fixed income manager which aims to provide superior investment performance and service to its clients. The firm’s investment approach combines fundamentally driven forecasts of the key factors driving bond market returns with active management that is underpinned by rigorous portfolio construction and sophisticated risk management. They employ a value-driven approach to generate superior returns over a longer-term investment horizon. Their credit research combines in-house analysis of corporate financial strength with information from credit rating agencies.	Finance
Bishop's University Bishop's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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