National Managing Director, Mariner Independent

Why Are You Passionate About the Work You Do?

I’m passionate about the Registered Investment Advisor (RIA) model because it truly prioritizes the client’s best interests, which aligns with my core values. At Mariner, we are committed to building a best-in-class culture and offering. I believe these critical components enable advisors to thrive and serve clients at the highest standard. My guiding purpose is supporting advisors in their transition to the RIA model with us, knowing they have the resources to grow and succeed in a way that puts clients first while empowering them to achieve their own professional goals.  

Experience and Education

Jennifer leads Mariner’s efforts to serve independent advisors by providing access to tenured associates, a community of like-minded advisors, and innovative solutions to help them flourish in a constantly evolving landscape and cater to the ever-changing needs of their clients. The Mariner Independent business includes Mariner Platform Solutions, Custom Portfolio Group and Baystate Wealth Management.   

Prior to joining Mariner, Jennifer served as vice president at Fidelity Investments, where she recruited advisors out of all channels in Colorado, Kansas, Nebraska and Missouri and consulted on the benefits of the Registered Investment Adviser (RIA) model. Additionally, Jennifer was a member of the strategic accounts team where she worked with large, complex custody relationships on the Fidelity Institutional platform. She assisted with the firm’s overall strategy to capitalize on opportunities and solutioned on how to address challenges. Prior to her tenure at Fidelity Investments, she was with Charles Schwab for 8 years. 

Jennifer has a bachelor’s degree in finance from the Gies College of Business at the University of Illinois Urbana-Champaign.