Jennie Sowers, CFP®

Private Wealth Advisor

Making connections—among people, relevant information, ideas, and opportunities—is Jennie's motivator. Building relationships inside and outside the firm, she is in tune with the nuances of personalities and needs, skills and strategies, asking lots of questions and listening to pinpoint relevant solutions.

Jennie’s journey in the financial services industry began in 1998 at Paine Webber (then UBS) after graduating from Bucknell University to which she remains an active alumni and mentor for current students.

Since joining the team in 2002, her roles and areas of focus transitioned from highly technical and market-oriented, to relationship building and business management. Several years ago, prior to the firm’s launch, Jennie began transitioning her role away from being a co-portfolio manager across over $2billion+ of municipal bonds and began concentrating exclusively on building the broader business and client relationships—especially supporting female clients to empower them in their financial lives. Since we launched the firm, these areas of passion have manifested into her leadership of end-to-end philanthropic advisory, including “values-aligned” investing for our clients. This has meshed well with many of Jennie’s personal commitments, activities and community leadership ranging from her church’s endowment committee, to her children’s school, to organizing a working women Paddle league. In addition, Jennie is incredibly active in the broader wealth management community, serving on the Advisory Councils for CAIS, Addepar, Ethic and Trusted Advisor.

Jennie lives with her husband, JT, and their two children in Verona, New Jersey.


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