Designations and Licenses

Jennifer holds the Certified Financial Analyst® designation and is a Certified Plan Fiduciary Advisor professional.

Experience and Education

Jennifer is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. She also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Jennifer acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Jennifer may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining the firm, Jennifer was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, she focused on coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, and selecting investment managers. Jennifer also focused on developing investment policy guidelines and preparing performance monitoring reports.

Jennifer has a Bachelor’s degree in Finance from University of Central Florida.

Personal Interests

Away from the office, Jennifer enjoys yoga.