As a Senior Advisor, Jennifer works with Managing Director Mark Peters and Director Jeff Scheer on the correspondence and implementation of client strategies. She handles client-related requests that include client portfolio analysis, preparation of meeting materials and other day to day operations.
Jennifer joined the firm after seven years with Brown Brothers Harriman. She worked in their global custody group serving as a main relationship contact for several client relationships. Jennifer graduated with a B.S. from Skidmore College, majoring in business and management with a minor in economics. She serves on the advisory board of Kieve-Wavus Education, a summer camp in Nobleboro, ME.