Our Team: Elana Vasi, CAPI
Elana is a Senior Manager/Vice President of the firm. A JDJ team member since 2006, Elana manages JDJ’s Lifestyle Services division. Elana delivers a broad range of lifestyle management services to JDJ clients, including residential and rental property management, construction project administration, hiring and oversight of domestic staff, collectibles management and special project management. Elana is JDJ’s in-house insurance expert, assessing clients’ complex risk management and insurance needs. She provides review and oversight of property, casualty, and liability insurance for JDJ clients to ensure they have appropriate coverage. Clients rely on Elana’s varied and extensive insurance knowledge and lifestyle management experience and seek out her expertise in almost any situation.
Elana is Team Leader of one of JDJ’s client service teams. In this role, she helps ensure superior client service and continuity of client experience throughout the firm. Her responsibilities also include managing client deliverables, the allocation of internal resources, and the professional development of team members.
Elana holds a Bachelor of Arts degree in Humanities with a minor in Music from Providence College. In 2017, Elana was awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb. Elana earned the prestigious CAPI designation after completing an intensive educational program focused on understanding the risk management and insurance needs of affluent families. Created by Wharton and Chubb, the CAPI program is the first of its kind to focus on a specific client segment in the personal insurance marketplace. Elana is a member of the Boston Estate Planning Council and Worthy Circles, a professional advisor networking group. In addition, Elana helps lead JDJ’s Employee Training and Development Committee.
Questions? Contact us to learn how JDJ can make a difference in your life.