Author: Trish Richardson

Trove Promotes Team Members

We are delighted to announce share that these outstanding members of our team have been promoted to new roles: Emily Barker – Senior HR Generalist Jeff Burke – Senior Accounting Associate II Joe Campos – Senior Accounting Associate II Marilyn Carr – Accounting Associate II Anna Ferrari – Senior Lifestyle Associate II Victoria Hague – […]

Trove Shortlisted for PRIVATE ASSET MANAGEMENT Awards in Three Categories

We are delighted to announce Trove has been named a finalist for the 2024 Private Asset Management Awards (PAM) in three categories: Best Multi-Family Office (Over $25B) Best Lifestyle Management Firm Best Firm Culture The PAM awards recognize the top investment professionals, wealth advisors, legal firms, consultants, and other key service providers in the private […]

JDJ/Maestro has Rebranded as Trove!

We are very proud to announce our new name: Trove. Our rebranding reflects the integration of JDJ Family Office Services and Maestro Financial Solutions. Our teams have been hard at work harmonizing our technology, processes, and culture to deliver best-in-class service. We are thrilled to now deliver those services as Trove.  Our commitment to client service […]

Holiday Tipping Guidance

The holiday season is traditionally a time to thank those who provide us with services throughout the year. Determining who to tip can be confusing – each of us has a different idea about what constitutes good service and how it should be recognized. Staffing shortages continue to impact the service industry, so you may […]

Elana Vasi-Smith Promoted to Senior Director

We are pleased to announce the promotion of Elana Vasi-Smith, CAPI, CPRIA to Senior Director of our award-winning Lifestyle Management division. Elana will continue to take a leadership role in developing Lifestyle Management services to address the increased demand from our clients for these services. “Elana’s leadership and expertise are two key reasons JDJ’s Lifestyle […]

JDJ/Maestro Announces Promotions

We are delighted to announce the promotion of several members of our team: Abi Smith has been promoted to Intermediate Lifestyle Associate and Marketing Coordinator Roberto Muniz, Jr. has been promoted to Associate 2 Logan Cerruti has been promoted to Associate 4 Jennifer Lohnes has been promoted to Manager Abi, Bob, Logan, and Jennifer have […]