Jennifer Loveless, CFP®Director Client Advisor Private Client Group Wealth Management & Trust New England
Jennifer Loveless specializes in helping successful individuals realize their wealth and retirement goals. Ms. Loveless works closely with her colleagues to provide a high level of client service.
Jennifer was Client Advisor for Silver Bridge Advisors, which was acquired by Banyan Partners in 2013. Boston Private Wealth acquired Banyan Partners in 2014. Prior to joining Silver Bridge, Jennifer was a Senior Operations Analyst in the Corporate Actions Department at Brown Brothers Harriman & Company, responsible for supporting high-profile clients. Working closely with other departments, Ms. Loveless resolved time sensitive and complex operational issues for her clients. She also worked closely with international financial institutions to resolve market discrepancies in client accounts and to mitigate clients’ financial risk.
Jennifer holds the CERTIFIED FINANCIAL PLANNER™ professional designation and earned a BS in Business Management from Boston University.