Our Team: Jennifer Lohnes
As Senior Associate, Jennifer provides accounting and financial services to JDJ clients, including bill paying, financial statement preparation and analysis, investment administration, tax coordination, and trust and estate administration. Jennifer consistently displays a strong work ethic, professionalism, and a commitment to client service. She communicates proactively with clients, advisors to address the unique needs of each family.
Jennifer joined JDJ in 2021, bringing her extensive experience providing investment administration and family office services to ultra-high net worth clients. Jennifer was a Vice President at a boutique wealth management firm, managing financial administration for clients. Her responsibilities included preparation and analysis of investment performance reporting. She facilitated money movement for client accounts, complex asset transfers, and prepared subscription documents and account opening paperwork.
Previously, Jennifer worked for twelve years at a multi-family office providing customized financial reporting, cash flow management, payroll administration, investment support and tax planning for ultra-high net worth clients. In addition to her client responsibilities, Jennifer had Information Technology responsibilities and implemented new technology for the firm.
Jennifer earned a Bachelor’s degree in Business Administration and Management from Babson College.
Questions? Contact us to learn how JDJ can make a difference in your life.