nest egg
Jennifer Laster, CPA, currently serves as the Director of Operations & Accounting at Nest Investments since August 2017, where responsibilities include preparing annual financial statements, implementing commission tracking software, and managing compliance procedures for both a registered investment advisor and a broker dealer. Prior to this role, Jennifer held the position of VP, Director Operations and Accounting at Addison Capital and served as a Manager at Kreischer Miller, overseeing financial audits and mentoring staff. Jennifer's career began at PNC – Church Capital Management LLC and Bainbridge Securities Inc., where duties involved financial operations and compliance. Jennifer earned a Bachelor's Degree in Accounting from Bloomsburg University of Pennsylvania.
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nest egg
Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading experience. Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Adviser. Securities are offered through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.