Author: Trish Richardson

Take Us Out to the Ballgame!

It’s an annual rite of spring and a day everyone at JDJ looks forward to each year – Opening Day at Fenway Park! Despite the chilly temperatures, we have a few team members at the park today. Steve Sarcione is attending his 33rd consecutive Fenway Park opening day and Jessica Lee and Abi Smith are […]

JDJ Named Best Lifestyle Firm

We are thrilled to announce that JDJ was named Best Lifestyle Firm at the Private Asset Management Awards. We are so proud of our entire team – each member of our staff is devoted to delivering outstanding service to our clients every single day. Jamie Kittler and Kylie Ruschioni accepted the award on behalf of the firm […]

JDJ Team Member Promotions

We are very pleased to announce the promotion of several team members. Brett Dietz, CPA, MST and Shawn Whitney, MSF have been promoted to the role of Manager. Mallory Garneau and Brittany Quarantello have been promoted to Associate 4. Jeff Burke has been promoted to Associate 3. Bekah Paradise has been promoted to the position of Associate 2. “Brett, […]

The Philanthropy Talk: How Do I Do It…and Why Do I Have To

Kylie Ruschioni participated in a panel discussion on the topic of philanthropy. The event, called “The Philanthropy Talk: How Do I Do It…and Why Do I Have To,” was a partnership with The Boston Foundation, The Philanthropic Initiative, Massachusetts Society of CPAs, and the Boston Estate Planning Council. Panelists discussed strategies for speaking with clients about their philanthropic […]

JDJ Shortlisted for Family Wealth Report Awards

We are pleased to announce JDJ Family Office Services has been named as a finalist for the 2019 Family Wealth Report Awards in two categories: Concierge/Specialist Service Firm Property, Household and Travel Showcasing ‘best of breed’ providers in the global private banking, wealth management, and trusted advisor communities, the awards recognize companies, teams and individuals […]

2018 Golf Outing A Success, Despite the Heat

Everyone enjoyed themselves at JDJ’s annual golf outing yesterday, despite temperatures in the mid 90s. A select group of advisors joined us at Pine Brook Country Club in Weston for a round of golf, networking, and refreshments. The red team was victorious in the “Ryder Cup” format match, winning bragging rights until next year.

What do I need to know about REAL ID?

Image courtesy of www.mass.gov. REAL ID is a federal security standard for identification documents that was created as a result of increased security measures after the September 11, 2001 terrorist attacks. As of October 1, 2020, you will need a passport or identification that is REAL ID compliant when you fly in the U.S. or enter […]

Elana Vasi Earns Prestigious Insurance Certification

Elana Vasi (center) displays her CAPI certificate after the presentation at the Wharton School by Fran O’Brien, Division President of North America, Chubb Personal Risk Services (left) and Chris Geczy, Ph.D, Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research at The Wharton School (right).   Elana Vasi, JDJ’s Manager of Lifestyle Services, […]