Veritable
Jeannette graduated summa cum laude with a BS in Economics from the Wharton School of the University of Pennsylvania. She earned the CFA designation while she was in the private client group at SEI Investments and joined Veritable as a portfolio manager in 2007. Today she works with several large and complicated families on behalf of the firm.
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Veritable
They are one of the largest and oldest independent investment advisors, operating as a multi-family office, serving over 200 families and managing $15 billion