We are delighted to announce JDJ Family Office Services has been selected as a finalist in the Multi-Family Office Team of the Year category for the 2022/2023 STEP Private Client Awards. STEP is the global professional association for practitioners who specialize in family inheritance and succession planning. The STEP Private Client Awards are widely acknowledged […]
We are pleased to announce that Nikkisha Spencer, MBA, has been named to The Boston Foundation’s (TBF) Professional Advisors Network. Nikkisha is one of six new members named to the group. JDJ Vice President Angela Simmons will become an alumna of the Professional Advisors Network when her three-year term expires in June. TBF’s Professional Advisors […]
We are thrilled to announce that JDJ Family Office Services has been named Best Property and Household Service Firm by Family Wealth Report (FWR). JDJ Partners Jamie Kittler and Kylie Ruschioni attended FWR’s 9th Annual Awards gala in Manhattan last night where they accepted the award. JDJ was a finalist in five categories, which is […]
We are very pleased to announce that JDJ was recognized as Highly Commended in the category of Best Multi-Family Office at the 2022 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. Several members of the JDJ team […]
In honor of the retirement of Doreen M. Biebusch, one of JDJ’s founding partners, JDJ established and made an initial contribution to the JDJ City Fund in Honor of Doreen Biebusch. Thanks to the generous donations of advisors, clients and colleagues who wished to honor Doreen and her illustrious career, the fund raised more than […]
We are delighted to announce JDJ Family Office Services has been selected as a finalist in five categories for the 2022 Family Wealth Report Awards: Multi-Family Office ($15 Billion+) Outstanding CEO – James Kittler Rising Star Under 40 – Kylie Ruschioni Concierge/Specialist Service Firm Property & Household The annual Family Wealth Report (FWR) Awards program recognizes […]
JDJ is very pleased to announce the promotion of six members of our talented team. Charlotte Christian has been promoted to Associate 2 Derek Montolio has been promoted to Associate 3 Gina Rego and Elizabeth Fogarty have been promoted to Associate 4 Rachel DeIeso has been promoted to the role of Manager Jason Heman has […]
We are delighted to announce Logan Cerruti is the recipient of the most recent Capturing and Recognizing Excellence (CARE) award! The CARE award is a peer-nominated accolade to recognize colleagues who deliver outstanding service. Jamie Kittler, JDJ’s President, honored Logan at the firm’s holiday party with a speech outlining his accomplishments and presented Logan with silver bowl engraved with […]
We are very pleased to announce that JDJ Family Office Services has been named a finalist for the 2022 Private Asset Management Awards (PAM) in two categories: Best Multi-Family Office (Over $10B) Best Firm Culture – Small & Medium Sized Firms The PAM Awards recognize the top investment professionals, wealth advisors, legal firms, consultants, and other […]
We are delighted to announce Elizabeth Fogarty as the recipient of the July 2021 CARE Award! The JDJ CARE award (which stands for Capturing and Recognizing Excellence) enables JDJ team members to recognize their peers who deliver outstanding service to clients and colleagues. Elizabeth was selected for this honor because of her ongoing commitment to her clients […]
