Jennifer oversees the operational activities of the Summitry and serves as the firm’s Chief Compliance Officer. Her primary responsibilities include Human Resources, Summitry’s performance reporting, oversight of client administration, invoicing and reporting. Jennifer is also in charge of designing and implementing internal controls, and policies and procedures to assure compliance with all laws and regulations.
Jennifer has been working in the financial services industry since 1997. Prior to joining Summitry in 2005, Jennifer was a portfolio administrator for Stafford Capital management, LLC. Jennifer graduated summa cum laude with a Bachelor’s of Science in Business Administration from Western International University.
She lives in Alameda with her husband, Roger.