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Biography

Jacqueline is a Senior Associate in our Boston office where she oversees administrative, accounting and client service functions for a select number of high-net-worth families and individuals. She works closely with the firm’s Portfolio and Wealth Strategists to provide client account management support and new business development assistance.

Prior to joining Cerity Partners, Jacqueline was a Reconciliations Analyst intern with Grantham Mayo and Van Otterloo where she produced monthly client reporting as well as managing reconciliation across multiple funds. She was also a Data Analyst intern at Putnam Investments where she managed data integrity in the company wide database. 

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Education

  • B.S. in Business Administration with a concentration in Finance and a minor in Computer Science from Northeastern University

Highlights

  • Studied abroad in Dublin, Ireland focusing on topics such as Economics and Mathematics

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.