About Jennifer
Jennifer has been in the financial services industry since 1997. Jennifer is responsible for developing and monitoring the fund and the advisor’s compliance program, ensuring that all activities meet the requirements of legal and regulatory agencies and acts as the Director of Operations for the advisor. Prior to joining Summitry in 2005, Jennifer worked at Stafford Capital Management from 1997 as a portfolio administrator. She graduated summa cum laude with a Bachelor’s of Science in Business from Western International University in 2010.