Jenn is a Managing Director and Investment Advisor with significant experience providing investment advice and access to institutions throughout the country. At Aaron Wealth, she provides comprehensive wealth management services to individuals, families, and related institutions.
Prior to joining Aaron Wealth, Jenn worked at Citi for 26 years and built an accomplished career on Wall Street that spanned across New York, Boston, and Chicago. Most recently, Jenn was a Managing Director and ran Citi’s Midwest Institutional Equity Sales franchise in Chicago. In this role, which brought her back to her Midwest roots in 2009, she was tasked with rebuilding and managing a successful team of sales professionals as well as being an active senior sales producer herself. Jenn was a trusted resource to institutional investment managers across the Midwest with top client relationships that included Northern Trust, UBS AM, Principal Global, Pentwater Capital, Harris Associates, Nuveen Asset Management, Artisan Partners, and Winslow Capital. Prior to her management role in Chicago, Jenn was a senior Institutional Equity Salesperson in the Citi Boston office from 1997 to 2009 and a Financial Analyst at Salomon Brothers in High Yield Capital Markets from 1994 to 1996.
Jenn’s natural strength as a leader and ardent advocacy for women has been recognized throughout her career with a multitude of selective leadership roles and awards. She served as the Co-Head of the Citi Chicago Women’s Network as well as Co-Head of the Illinois Leadership Council. In 2009, Jenn was chosen for Citi’s Women’s Leadership Development Program. She is a three-time recipient of the Citi Corporate Citizenship Award for Leadership, Recruiting, Diversity, and General Corporate Citizenship. Jenn graduated from the University of Michigan in 1994 with a degree in Economics and earned the Chartered Financial Analyst (CFA) designation in 2000. Jenn lives in Northbrook, IL with her husband, John, 3 children and golden retriever, Buzzy. Jenn is a Peloton fanatic with close to 500 rides to date. She has lost 90 pounds recently and has a real passion for helping others reach their health and fitness goals. Jenn is also a huge music fan and loves attending live concerts. Jenn was born and raised in Michigan and loves to vacation each summer on Lake Michigan.