In April 2009 Jennifer joined Cape Cod 5’s Trust and Asset Management team as a Wealth Management Officer and currently serves as a Senior Financial Advisor. Her professional background began in 1992 with experience in the investment industry, covering a wide range of responsibilities, including operations manager, compliance officer, account administrator and portfolio manager.
Following her graduation from the University of Massachusetts in Amherst, Jennifer began her career in the brokerage industry. Prior to Cape Cod 5, she worked in the field of private wealth management in the local office of a major wealth management firm. She is a member of the Estate Planning Council of Cape Cod. Jennifer is a graduate of the American Bankers Association National and Graduate Trust School at Emory University in Atlanta and has earned the designation of Certified Trust and Fiduciary Advisor (CTFA) and Certified Financial Planner (CFP®).
Jennifer is a long-time resident of Duxbury where she resides with her two children and two dogs. Outside of work, Jen loves going to beach, walking with her pups and traveling.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|