Sax LLP
Jourdan Wilner is a seasoned professional in family office services and financial management, currently serving as Manager of Family Office Services at Sax LLP since March 2023. With extensive experience in the field, Jourdan has been self-employed at JW Wealth Management, LLC since October 2016, providing a range of bookkeeping, business management, family office, and financial concierge services. Previous roles include Family Office Services Supervisor at Berdon from December 2019 to March 2023, and various accounting and client service positions at CWS CPA LLP, Marks Paneth LLP, Riverside Oral Surgery, and Ian Schrager Company. Jourdan holds a Bachelor of Arts in Public Relations from Mount Saint Mary College and an Associate of Science in Adolescent Education/Biology from Dutchess Community College.