Client Advisory

Biography

Jennifer is an Associate in the New York office, where she provides support to the client and operations teams by maintaining, tracking, and administering clients’ private investments. Her responsibilities include completing sub docs, sending capital calls, and processing distributions in an organized and efficient manner. Jennifer’s strong organizational skills bring a new level of operational efficiency that is essential to not only help support clients’ high level of private investment activity but also ensure all aspects of the activity are handled optimally.

Prior to joining Cerity Partners, Jennifer served as an Alternative Investment Specialist at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. In this role, she helped administer private investments.

Education

  • B.S. in Business Administration from William Paterson University
  • A.S. in Computer Technical Support from Chubb Institute of Technology

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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.