In her role as Senior Director, Lifestyle Management, Elana delivers a broad range of services to clients. Elana’s leadership and expertise are two key reasons why our award-winning Lifestyle Management services are considered the gold standard in the industry. Our Lifestyle services include insurance oversight (property and casualty and medical), property management, construction project administration, hiring, payroll and oversight of domestic staff, collectibles management and a wide range of special projects.  

Elana is our in-house insurance expert, assessing clients’ complex risk management and insurance needs. She reviews property, casualty, and liability insurance for clients to ensure they have appropriate coverage. Clients rely on Elana’s varied and extensive insurance knowledge and lifestyle management experience and seek out her expertise in almost any situation.

Elana is Team Leader of our Lifestyle Management team. In this role, she helps ensure superior client service and continuity of client experience throughout the firm. Her responsibilities also include managing client deliverables, the allocation of internal resources, and the professional development of team members. Elana leads regular training sessions to educate junior staff about insurance for HNW clients and to inform senior team members about developments in the insurance industry. Elana is recognized leader in the field and is a sought-after speaker and panelist. In 2023, Family Wealth Report recognized Elana as a "Rising Star" in the family office industry.

Elana, a JDJ team member since 2006, holds a Bachelor of Arts degree in Humanities with a minor in Music from Providence College. In 2017, Elana was awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb. The CAPI program focuses on understanding the risk management and insurance needs of affluent families. In 2021, Elana earned the Chartered Private Risk and Insurance Advisor (CPRIA) certification, a program that focuses on private client risk management for high net worth individuals and families.

Elana is a member of Worthy Circles, a professional advisor networking group, the Boston Estate Planning Council, and the Private Risk Management Association. In addition, Elana leads our Sustainability Committee.