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Jennifer Pelis

Family Advisor and Relationship Manager

Foster Dykema Cabot

United States, Massachusetts, West Newton

About Me

Jennifer Pelis has over 25 years’ experience in the investment-management industry working with high-net-worth individuals. Ms. Pelis has multiple roles with the firm. As a relationship advisor, her responsibilities include coordinating the finances of wealthy families and acting as a liaison between families and their advisors including accountants, lawyers, and trustees. She also contributes to the firm’s investment efforts, assisting with the analysis and accounting of private equity interest and investment performance. Prior to joining Foster Dykema Cabot in 2003, Ms. Pelis worked for Fleet Bank and Wainright. She received a Bachelor’s degree in economics/finance from Bentley College

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Profile Information

Family Advisor and Relationship Manager

Foster Dykema Cabot

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

West Newton

Massachusetts

United States

Aug 14, 2024

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