Profiel
Ms. Jennifer N.
Shea is a Wealth Strategist at Boston Trust Walden, Inc. She oversees wealth advisory services for the firm’s individual and family clients.
In her role, she partners with clients and their advisors to design and implement strategies that preserve and protect wealth.
She began her career in 2001 and joined Boston Trust Walden in 2022.
Most recently, she led the Estate and Business Planning Department at Baystate Financial, LLC.
Prior to that, she was a member of the Wealth Structuring Division at Bank of America / Merrill Lynch.
Ms. Shea began her career as an Associate at a boutique trusts and estates law firm in Boston.
She earned a BS in Psychology from the Pennsylvania State University at University Park, an MBA from Syracuse University, and a JD from Syracuse University.
Actieve functies van Jennifer Shea
| Bedrijven | Functie | Begin |
|---|---|---|
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Marktstrateeg | 01-01-2022 |
Opleiding van Jennifer Shea
| Syracuse University | Graduate Degree |
| The Pennsylvania State University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Boston Trust Walden, Inc.
Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Finance |
