Janie is a Principal in the Boston office. As a member of the firm’s Wealth Management practice, she works closely with individuals and families to thoughtfully manage their wealth with their personal goals and values in mind. She has experience working with individuals who have complex financial planning needs including professionals, retirees, and inheritors. She also advises families focused on promoting intergenerational wealth.
Prior to joining Cerity Partners, Janie was an Associate Client Advisor at Daintree Advisors. Before joining Daintree Advisors in November 2018, Janie worked with two different Registered Investment Advisors in the greater Boston area providing financial planning and investment advisory services to high net worth individuals and families.
She obtained a BS in Corporate Finance and Accounting with a minor in Law from Bentley University, as well as a MS in Financial Planning from the McCallum Graduate School of Business at Bentley University. She holds a CERTIFIED FINANCIAL PLANNER™ certification and is a Level III candidate in the CFA program.
Janie lives with her rescue dog, GG, and enjoys spending her free time with friends and family, practicing yoga, and traveling.
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