Veritable combines with Pathstone to create a best-in-class advisor to UHNW families Read
Jeannette graduated summa cum laude with a BS in Economics from the Wharton School of the University of Pennsylvania. She earned the CFA® charterholder designation while she was in the private client group at SEI Investments and joined Veritable as a portfolio manager in 2007. Today she works with several large and complicated families on behalf of the firm. Jeannette currently serves as a Board Member of the Delaware County Christian School Foundation Board and Investment Committee Member. She met her husband Wayne while on safari in South Africa where he was a wildlife guide. Together they are raising four children on a working farm in Chester County Pennsylvania. Her colleagues are often seen coming and going from her office with egg cartons which apparently has something to do with chickens. She is a master of slow cooker cuisine (“turn it on before you leave the house in the morning and it is ready to serve when you get home”). She sings opera, manages money and she is perpetually happy.
Jeannette graduated summa cum laude with a BS in Economics from the Wharton School of the University of Pennsylvania. She earned the CFA® charterholder designation while she was in the private client group at SEI Investments and joined Veritable as a portfolio manager in 2007. Today she works with several large and complicated families on behalf of the firm. Jeannette currently serves as a Board Member of the Delaware County Christian School Foundation Board and Investment Committee Member. She met her husband Wayne while on safari in South Africa where he was a wildlife guide. Together they are raising four children on a working farm in Chester County Pennsylvania. Her colleagues are often seen coming and going from her office with egg cartons which apparently has something to do with chickens. She is a master of slow cooker cuisine (“turn it on before you leave the house in the morning and it is ready to serve when you get home”). She sings opera, manages money and she is perpetually happy.