Jennifer brings over 15 years of wealth management experience to the BakerAvenue NYC team, where she is committed to help clients make meaningful impact through their investments and legacy plans. Her areas of focus include financial planning, retirement planning, and investment strategies.
She holds a B.S. in Finance from George Mason University where she graduated with magna cum laude honors. Additionally, she is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®), a designation which required completion of coursework through The Wharton School at the University of Pennsylvania. Most recently, she earned a Certificate in ESG Investing from the CFA Institute to expand her knowledge about incorporating environmental, social, and governance factors into investment decisions and long-term performance.
Jennifer grew up in the Washington DC metro area and spent time in San Diego and Chicago before returning to the East Coast to be closer to her family. She now lives in Manhattan where she enjoys traveling, yoga, and photography in her spare time.
Making an Impact
Jennifer sits on the Associate Board for a Chicago-based non-profit called Surge for Water. Their goal is to provide safe water access, sanitation, and hygiene solutions to help end the cycle of poverty in global communities located in Uganda, Haiti, the Philippines, and the Dominican Republic. She also volunteers at local food banks, and every year on her birthday, she spends time walking dogs at her local animal shelter.
A Secret About Jennifer
Everyone knows Jennifer to be extremely organized and methodical, but what they might not know is that she typically has a list for everything! To do lists, grocery lists, travel itineraries, packing lists, new restaurants to try—you name it, it’s probably on one of her spreadsheets.