JDJ Family Office Services Vice President Elana Vasi-Smith was recently featured in the Family Wealth Alliance Spotlight on Risk Management. Elana spoke about why insurance is an important tool for risk management, the benefits of utilizing an insurance client advocate, and how JDJ helps their clients mitigate risk every day. Family Wealth Alliance (FWA) is […]
We are delighted to announce Lise Przybylski is the recipient of the July 2022 CARE Award! The JDJ CARE award (which stands for Capturing and Recognizing Excellence) is a peer-nominated award to recognize outstanding service to clients and colleagues. Lise was recognized for her client service accomplishments as well as her corporate contributions. Lise’s colleagues […]
Happy Fenway Park Opening Day! The JDJ team’s favorite way to commemorate the arrival of spring is to celebrate the start of baseball season. One of the many traditions that comes along with Fenway’s Opening Day is participating in the Jimmy Fund’s Rally Against Cancer. Money raised from the event benefits Dana-Farber Cancer Institute’s research […]
JDJ Partner Kylie Ruschioni participated in the 2021 PURE Insurance Championship last week. This PGA TOUR Champions event included a field of 81 PGA TOUR Champions players, 81 First Tee junior players, and 162 amateurs. This year’s two benefiting charities were Monterey Peninsula Foundation and First Tee. Kylie was part of a foursome led by golf pros […]
Congratulations to Kraig C. Moore, who recently earned the Certified Trust and Fiduciary Advisor (CTFA) designation, a prestigious certification administered by the American Bankers Association. The CTFA designation demonstrates expertise in the trust and financial advisor field, and is recognized industry-wide as a mark of excellence. Candidates are required to meet a number of […]
Our employees are not only great at what they do but also contribute outside the office to help make the world a better place. JDJ team member Sean Corliss combined his love of snowboarding with philanthropy, participating in the inaugural The Sugarloaf Charity Summit. The Sugarloaf Charity Summit challenged participants to raise $100,000 and collectively […]
JDJ won Best Family Office Succession/Continuity Plan at the 2020 Private Asset Management (PAM) Awards. The PAM Awards recognize the top investment professionals, wealth advisors, and other key service providers in the private asset management space. It’s an honor to be recognized for both the caliber and breadth of the services we provide. We are […]
JDJ’s mission statement epitomizes why JDJ exists: “We love helping people we care about, learning new things, and building meaningful relationships.” These words encompass the spirit of what JDJ team members strive to achieve every day. We created the Capturing and Recognizing Excellence (CARE) award to recognize an individual who delivers exceptional service to […]
For the eighth consecutive year, JDJ participated in the Youth Village Backpack Heroes Back-to-school drive. The Backpack Heroes campaign provides new backpacks and school supplies to children and young adults. In Massachusetts, backpacks and school supplies collected go to more than 300 children and young adults. JDJ team members supported this annual campaign by making […]
One of the official signs that spring has arrived in Boston is Opening Day at Fenway Park. Although the weather outside was chillier than we would have liked, JDJ team members celebrated this annual rite of passage by eating baseball-centric food and participating in the Rally for the Jimmy Fund. The Jimmy Fund supports Boston’s […]
