Jennifer has more than 20 years of experience in managing fiduciary relationships with high-net-worth clients, including areas such as fiduciary law, tax, investments, project management, and trust administration. As Director of our Trusts & Estates team, she helps oversee the development of our de novo trust company, partners with vendors and internal teams to ensure a premier client experience, and builds out stronger processes and procedures around trust administration.
Prior to joining Wealthspire, Jennifer spent 5+ years at Comerica Bank, first as a Senior Trust Advisor and then as a Trust Advocacy Advisory Manager, responsible for managing the broader team, its projects, and processes. She has also held senior positions at Chemical Bank (formally Talmer Bank and Trust) and JPMorgan Chase Bank.
Jennifer holds both her MBA and bachelor’s degree from Madonna University in Livonia, MI.
Previous Experience
- Trust Advocacy Advisory Manager at Comerica Bank
- Senior Trust Advisor, PTAA/Trust Advocacy at Comerica Bank
- Managing Director, Trust Officer at Chemical Bank (formally Talmer Bank and Trust)
- Trust Officer, Vice President at JPMorgan Chase Bank, N.A.
Education & Credentials
- MBA, Madonna University
- Leadership studies in Criminal Justice, Madonna University
- BS, Madonna University, Criminal Justice
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
