Jennifer has worked at top private wealth management institutions, including Goldman Sachs, JPMorgan, and Fidelity. She holds a Juris Doctor from Suffolk University Law School in Boston, and a Certified Private Wealth Advisor© designation from Booth Business School in Chicago.  

With over a decade of experience working with ultra-high-net-worth (UHNW) individuals, and through thousands of client conversations, Jennifer noticed something: people are increasingly interested in wealth beyond money.

Inspired by this shift, Jennifer stepped away from the wealth management advisor seat in 2022 to research the axioms of wealth through a future-forward lens. It was through this exploration that she wrote the book Invisible Wealth, which offers a timely—yet timeless—redefinition of wealth.  

Now, through Invisible Wealth Consulting, Jennifer partners with individuals and institutions to usher in the next generation of wealth.  She helps current and future wealth holders navigate the rich complexities of self and wealth—because the emerging shape of reality looks much different than times past.
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Jennifer is a frequent speaker on Invisible Wealth and its reflective frameworks: the 5 Principles of Invisible Wealth and the Personal Wealth Algorithm.

She’s spoken at organizations such as The Financial Times, JPMorgan Private Bank, Bernstein Private Wealth, YPO, Microsoft and the Greenwich Economic Forum in Davos. Her insights appear in leading publications, and she regularly shares her perspective through her Substack newsletter, reaching thousands of subscribers.

She is U.S. based, with international reach.