National 529 Day is coming up! Celebrate on May 29 by making a gift to a child or grandchild’s 529 Qualified Tuition Savings Plan (formerly called 529 College Savings Plans). These savings vehicles are available through government-sponsored programs in nearly all states and the District of Columbia. Most 529 plans offer a range of investment […]
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 […]
Interest in alternative investments is rapidly growing and one burgeoning area is art investment. In fact, online art sales have increased significantly during the pandemic, as seen via Sotheby’s which sold $285 million worth of fine art and decorative objects through July 31, 2021, triple the value for the entire year of 2019. Art is […]
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 […]
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 […]
