Category: News

Celebrate National 529 Day with a Gift on May 29

  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 […]

JDJ Rallies for the Red Sox and Against Cancer

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 Honored by Private Asset Management Awards

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 […]

JDJ Shortlisted for FAMLY WEALTH REPORT Awards in Five Categories

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 Announces Team Member Promotions

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 […]

Logan Cerruti Wins JDJ CARE Award

  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 […]