Jennifer Anderson, CFA

Investment Associate, Associate Vice President

Jennifer Anderson is an Investment Associate and Associate Vice President at Jones Connolly Pollock Group within the Rockefeller Global Family Office. Jennifer applies her analytical skills in building client portfolios for institutional and high-net-worth clients, as well as creating and maintaining internal operational processes for the team. Jennifer focuses on maintaining portfolios that reflect client objectives, risk tolerance, cash flow needs, and liquidity requirements, tracking and measuring portfolio performance. Prior to Rockefeller, Jennifer was an Invesment Management Specialist with Merrill Lynch.

Originally from the Chicago area, Jennifer earned a B.A. in English Literature from the University of Illinois – Urbana Champaign. Jennifer then went on to earn a Master’s in Business Administration with a concentration in Finance and International Business from the Rollins College Crummer Graduate School of Business in Winter Park, Florida. Jennifer holds the Chartered Financial Analyst designation and resides in College Park in Orlando, Florida with her husband.

Jennifer remains involved with her graduate school by serving as a mentor and as a member of the Alumni Board of Directors, and serves as an Alumni Advisor for her sorority.