Jennifer is a Private Client Advisor in our Needham, MA office and a Principal of the firm. With over twenty-five years of experience in wealth management, she brings knowledge, experience, and discipline to the role, advising clients on the management and stewardship of their wealth. She believes that managing wealth means building deep and lasting relationships that involve collaborating with individuals and families to deliver comprehensive, customized investment, financial, and estate planning strategies. Jennifer is a registered investment adviser representative.
Jennifer most recently served as a Senior Vice President, Client Advisor at the Private Bank, Bank of America from 2018-2024. Prior to that, she was a Senior Vice President, Senior Wealth Manager at BNY Mellon Wealth Management from 2000-2018. Jennifer provided goals-based wealth management to individuals and families at both of her previous firms.
Jennifer is a Director of the Board of JVS Boston, where she chairs both the Resource Development and Event Committees. She is a member of the Boston Estate Planning Council. Jennifer serves on the grant committee of the Wayland Public School Foundation. She is also the Assistant Treasurer at Temple Shir Tikva in Wayland, MA.