Jeremy Wittenbaum

Jeremy specializes in HNW/UHNW personal insurance and commercial insurance, and has a proven track record of solving client’s complex insurance problems and building long-term relationships. As a third-generation insurance advisor, Jeremy works alongside his father, uncle, and grandparents, who have over 150 years of combined experience in the industry. Jeremy graduated summa cum laude, in three years, from The Ohio State University with a degree in insurance. He also hold two professional designations from The Institutes: Associate in General Insurance (AINS) and Associate in Risk Management (ARM). Prior to his current role, he gained valuable insights and skills from working for two insurance companies: Berkley One (subsidiary of W.R. Berkley) where he became well-versed in the HNW/UHNW space and The Cincinnati Insurance Companies (subsidiary of Cincinnati Financial) where he handled an $11M territory and completed the commercial lines training class, finishing in 1st place out of 20 underwriter trainees. Jeremy has also been featured in a couple publications, such as The Rough Notes Company and the Cincinnati Business Courier, for his achievements and insights in the insurance industry. In his local community, Jeremy stays philanthropically involved with the Cincinnati Art Museum and Montgomery Chamber of Commerce.