Jennifer leads trust administration for the firm and serves as a relationship manager providing a broad range of services including investment, trust and estate planning, private banking and tax strategies. She also provides oversight of portfolio operations and has served as SAMT’s Compliance Officer since 2005.
Jennifer joined the firm in 2002 and has over 20 years of experience in finance. Prior to joining SAMT, she worked as an investment analyst for Aronson Johnson Ortiz from 1998 to 2000 and an investment performance analyst for Cambridge Associates from 1996 to 1998. Jennifer holds a BS in Finance from Millersville University.