- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Managing Director, Jennifer is responsible for leading a team of professionals who serve high net-worth individuals and families with comprehensive wealth management services that incorporate investment management, trust and banking solutions. Jennifer is additionally responsible for maintaining multigenerational client relationships and has expertise in financial planning. She has over 16 years of experience in financial services.
Experience
Prior to her current role, Jennifer served as a Senior Client Advisor, Team Lead in Northern Trust’s New York office. She was responsible for the administrative oversight and client servicing of high net-worth clients and lead a team of account managers. Prior to joining Northern Trust, Jennifer worked at BGC Partners as a product manager for an electronic trading platform.
Community Involvement
Jennifer is a member of the Board of Trustees of Planting Fields Foundation in Oyster Bay, NY and serves as the foundation’s special events committee chair. She is also a member of the Estate Planning Council of New York City.
Joined Northern Trust
2011
Education
Bachelor of Arts in Art History and Spanish, Trinity College.
Credentials
Certified Financial Planner ® (CFP)
New York
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390 Park Avenue
2nd Floor
New York, New York 10022