Joanna Jadlow, CPA, CFP®, and CDFA™, serves as a Partner and Wealth Advisor at Corient, one of the largest integrated Registered Investment Advisors in the United States, managing $147 billion for over 10,000 high and ultra-high net worth clients. Joanna's extensive experience includes roles as a Divorce Financial Consultant, Managing Director, Director of Financial Planning, and Financial Planner at HoganTaylor from November 2002 to October 2005, and as a CPA and Auditor at Ernst & Young from September 2001 to October 2002. Additionally, Joanna completed an internship at PricewaterhouseCoopers in early 2000. Educational credentials include a BBA and MPA with Business Honors & Accounting from the Texas McCombs School of Business.
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