Jen joined One Charles Private Wealth in 2018 as a part of the Advisory Team and works with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs.
Jen graduated from Salem State University with a Bachelor of Science in Business Administration and is currently a candidate for the Certified Financial Planner (CFP®) Certification. Prior to joining our firm, she worked as a Financial Advisor for individuals and families as well as retirement plan participants. She holds the following professional licenses: Series 7, 63, 65, LAH.
Primary Duties at One Charles Private Wealth