Jennifer is a Consultant at AndCo. Her duties include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.
Previously she was a Client Solutions Specialist with AndCo responsible for a comprehensive range of duties including -but not limited to- investment research, manager searches, performance monitoring/analysis, plan administration, compliance monitoring, asset allocation studies, and portfolio analysis. Prior to joining AndCo, she was a Client Service Analyst for ICC Capital Management. She worked closely with all members of the office to assemble quarterly reports for clients, update marketing databases, assist the client service team, and assisted in the design all of the marketing materials.