Client Advisory

Biography

Jamie is an Associate in the Pennsylvania office.  She is a member of the Wealth Management team with a focus on client service.

Prior to joining Cerity Partners, Jamie was an Institutional Relationship Associate at Brown Advisory.  In this role, Jamie worked with Portfolio Managers to handle client administration matters including client reporting, cash management, and transitions.  Prior to this role, Jamie was in the Operations department at Brown Advisory where she was part of the onboarding team.

Education

  • B.A. in Communications from Penn State University
  • MBA from Johns Hopkins University

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By clicking “Submit”, 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.