Jennifer Joyce

Jennifer Joyce, CFA has a diverse work experience. Starting in 2012, they worked as a Research Assistant at Arlington Resources for five years. In 2015, they interned as a PWM Intern at Morgan Stanley. Concurrently, they also worked as a Customer Service Representative at Henry Crown Sports Pavilion.

From 2017 to 2018, Jennifer joined Morningstar as part of their Morningstar Development Program, where they consulted with independent financial advisors, optimized Morningstar Office's capabilities, and resolved discrepancies in client data.

Returning to Morgan Stanley in 2018, they worked as a Private Wealth Management Registered Associate until 2019. Jennifer then transitioned into the role of Private Wealth Management Analyst, where they cultivated relationships with ultra-high net worth clients, generated financial models and proposals, and managed projects for a six-person team with over $1 billion in assets under management.

Most recently, in 2022, Jennifer joined Old Second National Bank as an Assistant Vice President in the O2 Sponsor Finance division.

Jennifer Joyce, CFA attended Northwestern University from 2013 to 2017, where they studied Economics. Jennifer obtained their Chartered Financial Analyst® (CFA) Charterholder certification from the CFA Institute in July 2021. Additionally, Jennifer obtained their Series 66 certification from FINRA in December 2018 and their Series 7 certification from FINRA in October 2018.