Our Team

As a highly collaborative team, the principals of Conversant Wealth bring together individual expertise that enhances the integrated solutions we deliver for our clients. As you’ll read in our bios, We have years of experience in building customized financial plans, developing asset allocation strategies, managing active equity accounts, and managing a family business.

Our valuable skills come together in our shared commitment to distinguish our firm through unparalleled client service.

Jeremy Niederstadt

Founder

Jeff Courtemanche

Founder

Patrick Kim

Wealth Advisor

Marina Bauk

Client Service Associate

Jeremy Niederstadt

Founder

A common thread that connects my professional career with my personal and family life is my enjoyment in helping others excel. Over the course of my 20+ years in wealth management, first at Raymond James and primarily at Merrill Lynch, I have been committed to helping my clients achieve their goals through smart planning and sound asset management. Whether it’s financial strategies for retirement, education funding or estate and legacy planning, I’m excited to coach my clients and see their aspirations become reality. Since my undergraduate days at Oakland University, where I graduated with a finance degree and four years of success on the golf team, I have looked to instill excellence in others. I have been volunteering as the Assistant Men’s Golf Coach for the St. Mary’s College Division I men’s golf team since 2007; to date, we’ve won three WCC conference championships and played in two NCAA National Championships. I also seek to constantly improve myself, which has helped me earn several designations, valuable in my work with Conversant Wealth clients: I am a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Plan Fiduciary Advisor (CPFA). I live in Orinda, California, with my wife, Jillian, and our three sons, Paxton, Camden, and Remy. Although I watch and play a variety of sports, golf is a true passion.

Jeff Courtemanche

Founder

You can trace my love for the stock market back to my college days at California State University, Chico, where I earned a degree in Finance. My introduction to financial services was a summer internship, working in the securities and sales trading department at First Interstate Bank in San Francisco. The hooks were in, and after graduation, I began my 26+ year career at Merrill Lynch. Investment management has become a personal passion, and I love to work with clients to design, construct and monitor their portfolios, with the specific intention of meeting their goals while reflecting their personal values and concerns about risk. I’ve always been serious about my job, and deep in my career, I went back and earned a Master’s in Financial Analysis and Investment Management from St. Mary’s College of California (Dean’s Award). This type of commitment colors my personal life as well. Whether it’s my love of cycling or playing guitar or playing golf (avidly!). And having been born and raised in Newburyport, Massachusetts, I remain a lifelong Boston sports fan. I live in Danville, California, with my wife, Nicole, and our three daughters Michaela, McKenna and Mya. We’re especially proud of our three rescue dogs, Mabel, Lucy and Phoenix.

Patrick Kim

Wealth Advisor

You might think of me as a world traveler, but the experiences I’ve gained in the various places I’ve lived come together to give me a deep appreciation for the value of managing, whether it’s one’s business, one’s wealth, or most importantly, one’s time. Born in Seoul, Korea, I have lived in Florida, Alaska, Massachusetts, and Southern California, where I spent most of my life before moving in 2016 to the East Bay of Northern California. I have years of experience working in the food & beverage industry, managing an import/export business, and focusing on brand marketing for several overseas manufacturers. In financial services, I’ve worked for Fidelity Investments, New York Life, and most recently, Merrill Lynch, where I was a wealth management financial advisor. You might be interested to learn that I’ve balanced my business career with time serving as a short-term missionary to Japan and Korea with the Southern Baptist Mission Board. I earned my Bachelor’s in Economics from University of California, Berkeley, currently hold the FINRA Series 7 and Series 66. I am also Life and Health insurance licensed. My wife Denise Kim and I live in Orinda, with our children, Caleb, Abigail, and Jacob, whom we enjoy watching compete in sporting events. Myself, I enjoy a fun day on a tennis court.

Marina Bauk

Client Service Associate

Before joining Conversant Wealth, I worked in financial services for 14 years at Bank of America. During the last four years there, I was a Private Banking Associate. As part of the relationship management team, I worked directly with our financial advisors, and served as the primary contact for our high-net-worth family clients. This experience made me especially aware of the importance of family when it comes to managing financial affairs.

I am originally from Bosnia and earned my bachelor’s degree in Sociology at California State University, East Bay. I love watching and playing tennis, but my true passion is my daughter, Anastasia. My family and I currently reside in Pleasant Hill, California.