Jennifer was raised in Milton, Massachusetts. She was always a good student, deftly balancing her active social life and her grades. Jennifer graduated from the University of New Hampshire with a BS in business administration.
She started her career at The Boston Company, where she worked in the mutual fund accounting department for five years. Then, she worked at Fidelity Investments’ Institutional Brokerage Group as a client service manager for banks and broker-dealers for five years.
Jennifer joined Heritage as a compliance manager in 2006. As the firm has grown, Jennifer’s role has evolved to wear multiple hats. In addition to laying down compliance policies and guidelines, and ensuring that they are strictly adhered to, she also manages payroll, benefits, and client billing for the firm.
Jennifer lives in Westwood, Massachusetts, with her husband, Todd, and their three children. Most of her time outside of work is spent cheering at her children’s sporting events. She also enjoys taking long walks with her girlfriends and her Portuguese water dog, Jackson.