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 Network provides a dynamic place for professional advisors to learn ways to incorporate philanthropy into their work. TBF recently announced their new focus on creating a more equitable Boston; their partnership with advisors can make their work even more impactful, and the Professional Advisors Network is key to their success.
The Boston Foundation is both a foundation and philanthropic service organization, with a focus on improving the Greater Boston community. TBF partners with nonprofit organizations, philanthropists, civic and business leaders, and public officials to build a Greater Boston that works for everyone. They partner closely with professional advisors to help their clients achieve their charitable goals, sharing their local and philanthropic expertise.
In her role as Manager, Nikkisha provides a variety of financial services to JDJ clients, including financial reporting and analysis, investment administration, investment account reconciliation, budgeting and cash flow planning, payroll management, and tax planning coordination. Nikkisha applies her extensive knowledge of private wealth management, superior customer service skills, and a thoughtful approach to problem solving to every interaction with clients and advisors. She joined JDJ in 2017.
Nikkisha is a graduate of the University of Massachusetts Amherst and Massasoit Community College with a Bachelor’s degree in Business Administration and an Associates of Science, respectively. She earned a Master’s in Business Administration with a concentration in Accounting from Bentley University.