Jennifer joined BBR Partners in 2004 and is the Chief Operating Officer of Portfolio & Wealth Advisory. Jennifer is responsible for executing the overall Portfolio & Wealth Advisory goals, ensuring a consistent client experience and process across the team while promoting a culture of high-quality service for our client families. She has extensive knowledge of all aspects of executing and administering client investment accounts. Jennifer is also on BBR’s Operating and Compliance Committees.

Prior to joining BBR, Jennifer was the Director of Client Services at The Colony Group, a Registered Investment Advisor in Boston, MA.

Jennifer received a BA with a double major in Philosophy and Art Studio from the State University of New York at Geneseo College.

When not in the office, Jennifer loves to travel, particularly to places with a volcano or a vineyard.

 

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