Jen is a research and fixed income analyst. She conducts quantitative and qualitative analysis of mutual funds, performs due diligence on the funds and managers Adviser Investments invests with, and researches potential future investment opportunities for client portfolios. In addition, she assists Senior Vice President Chris Keith in managing Adviser Investments’ fixed income portfolios. She graduated from Bridgewater State University with a degree in mathematics and holds a master’s degree in finance from Southern New Hampshire University.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Financial Planning
Estate Planning
Investment Management
401(k) Advisory
Tax Services
Retirement Planning
Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.
Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.