Jennifer Christian Murtie is the Head of the High Net Worth Practice and Senior Wealth Advisor leading the firm’s High Net Worth team which caters to clients with $3.5 million – $20 million of investable assets. The team provides a fully integrated approach to financial planning and investment management. The team also provides clients access to the investment strategy enjoyed by the full range of the firm’s family office clients, scaled to fit their particular circumstances.
Prior to joining the firm in 2019, Jennifer worked for 15 years at Pathstone/Federal Street, most recently as Chief Operating Officer where she was a member of the Executive Committee. Prior to that, Jen worked for the Moriah Fund and Old Silk LLC where she held several positions including Administrative Director from 1998-2004. During her career in the investment business, Jen has worked with clients and also served as a leader managing teams of people. Jen earned her MBA from the Simmons School of Management, and a BA in sociology and international relations from Houghton College.
Jennifer has been featured in publications such as The Wall Street Journal, Private Wealth and Nonprofit News on her experience in the areas of philanthropy and impact investing. She was named a “Rising Star” in the wealth management and family office industry by Private Asset Management (PAM) magazine.
Jennifer and her family live in Winchester, MA. She enjoys traveling and golf in her free time.