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Profil
Ms. Jennifer N.
Shea is a Wealth Strategist at Boston Trust Walden, Inc. She oversees wealth advisory services for the firm’s individual and family clients.
In her role, she partners with clients and their advisors to design and implement strategies that preserve and protect wealth.
She began her career in 2001 and joined Boston Trust Walden in 2022.
Most recently, she led the Estate and Business Planning Department at Baystate Financial, LLC.
Prior to that, she was a member of the Wealth Structuring Division at Bank of America / Merrill Lynch.
Ms. Shea began her career as an Associate at a boutique trusts and estates law firm in Boston.
She earned a BS in Psychology from the Pennsylvania State University at University Park, an MBA from Syracuse University, and a JD from Syracuse University.
Aktive Positionen von Jennifer Shea
| Unternehmen | Position | Beginn |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | Marktstratege | 01.01.2022 |
Ausbildung von Jennifer Shea
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
83
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden and its parent company share methods of analysis, investment research, strategies, Committee framework, and investment controls in formulating investment strategies. Across all strategies, the firm seeks to invest in a well-diversified set of companies meeting three standards: higher than average financial quality, sustainable business models, and reasonable valuation. Investment Committees determine asset allocation policy, sector allocation policy, and fixed income policy which reflects judgments balancing macroeconomic inputs and valuation. | Finance |
Syracuse University
 Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
