Making connections – among people, relevant information and ideas, and opportunities – is Jennie's motivator. Building relationships inside and outside Kore Private Wealth, she is in tune with the nuances of personalities and needs, skills and strategies, asking lots of questions and listening to pinpoint relevant solutions.
At the start of her career, Jennie was all about bond trading. She served on the taxable fixed income trading desk at Paine Webber (now UBS), then as divisional vice president managing the northeast division. She met Eric Bodner at Paine Webber, then eventually moved to Merrill Lynch with her Bodner Sax colleagues in 2009. Her deep knowledge of bonds and their mechanics enabled her to become a go-to resource for many clients of the team. Those bond discussions eventually evolved into more comprehensive investment discussions, helping her segue easily into client relations. As her team's business grew, she also took on business development and operations. A few years ago, she began concentrating exclusively on building the business and client relationships, especially supporting female clients to empower them in their financial lives.
A member of the Endowment Committee of the Presbyterian Church of Upper Montclair, New Jersey, Jennie lives with her husband, JT, and their two children in Verona, New Jersey.
BS, business administration, Bucknell University
Being independent means having the ability to collaborate with our clients and their other advisors to expand the scope of advice beyond simply stocks and bonds. Whether clients are thinking about a new real estate project or a biotech start-up, we require an agnostic lens as their advisor to help evaluate the merits of the investment and how it could help them achieve their goals.
I see wealth management headed toward independence for a subset of advisors. When I first got into the business in 1998, much of our positioning and allure in the marketplace came from our firm affiliation and the differentiated products and services it could provide. Today so much is commoditized, and our edge has morphed into our ability to work creatively and nimbly with a focus on tailored solutions for each client composed of unique offerings relevant to their needs. I am excited to see aggregated reporting solutions evolve to a level where we can now truly monitor and advise on a client’s entire life.