Jennifer joined the firm in 2007 and enjoys the challenging work that her role and the financial industry offers. She appreciates that it is constantly changing, requiring thoughtful actions and ongoing education. Being able to help clients alongside a team of individuals that treat one another and their clients like family brings Jennifer great satisfaction.
As Portfolio Manager Assistant, she works closely with the investment team, providing a wide range of support, including directing all equity and fixed income trading, managing the settlement process, and monitoring client portfolios.
Jennifer earned a B.S. in Elementary Education from William Paterson University. She resides in Dingmans Ferry, PA, with her husband and son. They enjoy attending local community events on the weekends and spending lots of time outdoors as a family.
Jennifer and her husband have been active in raising awareness for Type 1 Diabetes, as well as fundraising for research, since their son was diagnosed in 2022.
