- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Jennifer serves as a Director of The Northern Trust Institute and was a recent presenter at The Northern Trust Symposium, held in April 2022. She recently completed her tenure as President of the Houston Business and Estate Planning Council, and is a member of The Next Generation Estate Forum, a group of experienced lawyers, accountants and trust professionals.
Experience
Jennifer has over twenty years of experience working with ultra-high net worth families and family foundations. She has particular expertise with multi-generational families, charitable entities, and with issues of financial education for younger generations and non-financial spouses. Jennifer began her career as a Trust Officer and Fiduciary Manager for a very large Private Bank. She joined Northern Trust after spending 11 years as a Trust Officer with a private trust company that specializes in large, financially complicated families and relationships. Jennifer served as Compliance Officer for that company, acting as the company representative to the Board of Directors and with governmental and outside auditors. Jennifer has managed a number of private foundations, one of which made gifts almost exclusively in India and other developing nations and which necessitated special grant oversight. Jennifer joined Northern Trust in 2017 and has lead the Fiduciary Practice for the Houston market and managed the Fiduciary team of Trust and Client Advisors.
Joined Northern Trust
2017
Education
B.A. in history from Vanderbilt University and a J.D. from Vanderbilt University School of Law. Member of the Moot Court Board serving as an Associate Moot Court Justice.
Credentials
Licensed to practice law in Texas. CFIRS designation (Certified Fiduciary Investment & Risk Specialist).
Houston
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1801 Post Oak Boulevard
Suite 500
Houston, Texas 77056