Jennifer is the first point of contact for the firm’s clients and plays a key role in running the daily operations of the company. Joining DFM in 2021, she manages many aspects of the portfolio management systems while playing an integral role in the preparation and distribution of client communications and investment reporting.

Her background includes 14 years’ experience as an Executive Assistant and various client service roles, primarily with Cowen & Company and Bank of America. Jennifer grew up in Sudbury and earned a B.A. in Management from Hartwick College. She lives in Hanover, MA with her husband and four sons and is an active member of the community while enjoying family activities.