Client Advisory

Biography

Jennie is a Principal in the Boston office. In her role, Jennie works closely with clients, prospects, external advisors, and business partners with regard to their investment management, financial planning, estate planning, and administrative needs.

Prior to joining Cerity Partners, Jennie served as a Relationship Manager at the Bank of New York Mellon Wealth Management within their Family Office department. In this role, she was responsible for overseeing strategic relationships with single and multi-family offices, endowments, and foundations.

In her spare time, Jennie enjoys traveling, trying new foods, playing the piano, hiking with her labradors, and spending time with family.

Education

  • B.S.B.A. in Finance and International Business from Suffolk University
  • MBA from the D’Amore-McKim School of Business at Northeastern University

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