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Biography

Jacqueline is a Senior Associate and Wealth Planner in the Boston office, where she works closely with high-net-worth families and individuals. In this role, she partners with Wealth Advisors to support clients’ comprehensive financial planning and investment management needs, playing an integral part in developing and implementing financial strategies designed around client objectives and circumstances.
Jacqueline works directly with clients to help support a seamless and personalized experience across all aspects of their financial lives. She also actively supports business development efforts, helping to cultivate new client relationships and contributing to the growth of the practice. She holds the Series 65 license and is currently pursuing her Certified Financial Planner®(CFP®) designation as she works toward advancing her career in wealth advisory.

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.

In her spare time, she enjoys exercising and exploring the outdoors with her dog.

Learn more about my practice.

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
  • Alumni of Alpha Epsilon Phi sorority
  • Series 65 license

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