Author: Trish Richardson

Gina Rego Wins JDJ CARE Award

  Congratulations to Gina Rego, the recipient of the December 2020 Capturing and Recognizing Excellence (CARE) award! The CARE award allows JDJ team members to recognize peers who deliver outstanding client service. Gina was honored for the quality of her work, her attitude, and her commitment to her clients and teammates. Gina, a Senior Associate, […]

JDJ Shortlisted for Private Asset Management Awards in Three Categories

We are very pleased to announce that JDJ Family Office Services has been named a finalist for the Private Asset Management Awards (PAM) in three categories: Best Multi-Family Office (Over $10B) Best Firm Culture – Wealth Management (larger firms) Best Lifestyle Management Firm The PAM awards recognize the top investment professionals, wealth advisors, legal firms, […]

Tyler Hilliard Wins JDJ CARE Award

Congratulations to Tyler Hilliard, the recipient of the July 2020 Capturing and Recognizing Excellence (CARE) award! The JDJ CARE award launched last summer as a way for JDJ team members to recognize their peers who deliver outstanding service to clients and colleagues. Tyler was selected for this honor because of his pivotal role in helping […]

Angela Simmons Promoted to Officer of JDJ

We are very pleased to announce that Angela P. Simmons, CFP® has been promoted to Officer of JDJ Family Office Services, with the title of Senior Manager/Vice President. Angela displays exceptional leadership qualities and has contributed significantly to JDJ’s growth and outstanding reputation. “Angela is incredibly dedicated to her clients, team members, and our firm,” […]

Kylie Ruschioni Named Accredited Estate Planner Designee

Congratulations to Kylie Ruschioni, who is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC). The AEP® designation is a graduate level, multi-disciplinary specialization which recognizes estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. Kylie was among a select group of members nominated by […]

JDJ Named Best Concierge/Specialist Service Firm

We are delighted to announce that JDJ Family Office Services has been named Best Concierge/Specialist Service Firm by Family Wealth Report (FWR) Awards, an independent industry association. We are honored to be recognized as a premiere provider of financial and administrative services for ultra-high net worth families. “We are thrilled to be named the winner of […]

Coronavirus Impact: How to Help

The impact of the coronavirus is being felt in every corner of the globe and the effects of this pandemic will be far-reaching and sustained, particularly by our most vulnerable populations. In addition to following CDC guidelines to prevent the spread of the disease, practicing vigorous hand washing, and (safely) checking on neighbors, what actions […]

Coronavirus Response at JDJ

As of Monday, March 16, everyone on the JDJ team is working remotely in order to adhere to CDC guidelines for social distancing. We have a robust, secure technology infrastructure in place to support our remote workforce. We have embraced video conferencing, screen sharing, and other tools that enable us to work together seamlessly to […]

Moore, Vasi and Paris Promoted to Officers of JDJ

  We are delighted to announce that Kraig Moore, Elana Vasi, CAPI, and Ashley Paris, CFP®, have been promoted to Officers of JDJ Family Office Services, with the title of Senior Manager/Vice President. Kraig, Elana, and Ashley display outstanding leadership qualities and have contributed significantly to JDJ’s growth and excellent reputation. “Kraig, Elana, and Ashley […]