Jennifer Wolf, Client Relationship Manager and Senior Vice President, joined the team in January of 2021. In her role as Client Relationship Manager, Jennifer is responsible for building, maintaining and strengthening meaningful long-term client relationships as well as providing strategic planning and account management for our clients.
With over 20 years in the financial services industry, Jennifer joins us most recently from Avestar Capital, where she was Vice President and Client Relationship Manager, responsible for financial planning for the firm’s clients. Her previous work experience at Merrill Lynch, Smith Barney and TD Ameritrade highlights her breadth of knowledge and expertise within the wealth management space. She has also worked in corporate communications for a China-focused private equity firm in New York City.
Jennifer currently holds her Series 7, 63 and 66 licenses as well as life and health insurance licenses.
She holds a Bachelor of Science in Business Management and Finance from Brooklyn College (CUNY) and an MBA from the European School of Economics in Rome, Italy.
Having grown up in Los Angeles, California, Jennifer currently resides in New York City and is both an avid traveler and scuba diver.