As COO, Jene is responsible for overseeing all aspects of the firm’s operations, including technology, human resources, training, internal communications, marketing, and platform. She works closely with the Executive Leadership Team to develop and implement the company’s strategic vision and ensures that the firm’s operations are running smoothly and efficiently.
Jene brings a wealth of experience to this role, having spent the past decade with Goldman Sachs Personal Financial Management (formerly known as United Capital Financial Advisers). Prior to her time with Goldman Sachs, Jene worked as a Practice Management consultant, where she collaborated with financial institutions and large Registered Investment Advisors (RIAs) across the country to help them streamline their business operations.
Jene enjoys spending time with her family and is a nature enthusiast at heart. She can often be found out on the water in her boat or hiking through the great outdoors with her husband Taylor and loyal companion, a great dane named Bren.