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

Jennifer Pelis
Family Advisor and Relationship Manager
Foster Dykema Cabot
United States, Massachusetts, West Newton
About Me
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
Keylinks
More profiles to browse

Scott Desmond
Manager of Operations, Associate Portfolio Manager
Jeffrey Mcgrew
Chief Investment Officer & Partner
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc