As a Director on the Portfolio Advisory team, Jennifer works with families to develop customized investment strategies to meet their goals. She specializes in helping clients understand the tradeoffs of asset allocation decisions and clearly communicating complex alternative investment strategies.
Jen is driven by aligning investment decisions with clients’ holistic goals, helping them feel informed, confident, and at ease across all market environments.
Experience
Joined Lake Street Advisors (acquired by SCS in 2025) in 2016, beginning her career in operations with a focus on reporting, alternative investment implementation, and trade execution
Transitioned to the investment team, specializing in client portfolio management, manager due diligence, and model portfolio strategy
Education & Credentials
B.A. in Quantitative Economics, Union College
CFA
Beyond SCS
Jen enjoys golfing, water and alpine skiing, and spending time with friends and family in New Hampshire on Lake Winnipesaukee.
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