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.
Jennie’s journey in the financial services industry began in 1998 at Paine Webber (then UBS) after graduating from Bucknell University to which she remains an active alumni and mentor for current students
Over this past two decades, her roles and areas of focus transitioned from highly technical and market-oriented areas, to relationship and business management for our team, which she joined in 2002. Several years ago, prior to KORE’s launch, Jennie began transitioning her role away from being a co-portfolio manager across over $2billion+ of municipal bonds and began concentrating exclusively on building the broader business and client relationships, especially supporting female clients to empower them in their financial lives. Since we have launched KORE, these areas of passion have manifested into her leadership of in KOREs focus on end-to-end philanthropic advisory, including “values-aligned” investing for our clients. This has meshed well with many of Jennie’s personal commitments, activities and leadership within various elements of her community ranging from her church’s endowment committee, to her children’s school, to organizing a working women Paddle league. In addition, Jennie has been asked to sit on the CAIS Alternative Investments Advisory Council.
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.