Managing Principle
Jennifer Wolfsberg
CFP, LTC, MIA, LOL
With over 19 years of wealth management experience Jennifer serves as Managing Principal of Centerpoint and leads the team’s communications with clients and their families.
Jennifer, manages the overall client and family planning needs and thrives on the synergistic coordination and collaboration of our team with our client’s other advisors and professionals, including but not limited to their CPAs, estate, divorce and corporate attorneys, and insurance professionals. Her macro view for big picture needs solidifies the complete vision that keeps high net worth families on track to achieve their goals. Jennifer is co-founder of Centerpoint Advisors and is Managing Principal of the firm alongside her partner, and brother, Managing Principal John Wolfsberg.
Background
Jennifer is an active alumnus of Stonehill College, where she earned her B.S. in Business Administration. After graduation she moved to New York and began her financial career with Harold C. Brown, one of Buffalo’s largest independent investment advisors. She transitioned to portfolio management under the mentorship of firm owners, learning the importance of fiduciary standards and the potential of a boutique level of service. She continued her education through the Executive Education Program at Harvard Business School. Jennifer holds Series 7, 24, 63, and 65 FINRA licenses, and is Certified Divorce Financial Analyst (“CDFA”).
Working at Centerpoint
Jennifer has a solid background in all aspects of wealth management, and her daily activities at Centerpoint include portfolio and investment management, client advisor coordination and professional organization, and client financial education and relationship management. She is member of the firm’s Investment Committee and acts as the firm’s Chief Compliance Officer. With the average client relationship being over 25 years, she is dedicated and honored to be a part of so many clients’ everyday lives and play a part in the numerous financial and planning phases of their lives and that of their children.
Outside the Office
Jennifer enjoys exercising in group and individual training, creating her own recipes using Paleo-based cooking, and entertaining friends and family throughout the year. She and her husband Michael are avid scuba divers and golfers and especially enjoy each while they travel. Locally they find great joy in supporting animal shelters and sanctuaries when they are not spending time with their own puppy, Darby. Jennifer and Michael are also active supporters and contributors to The Children’s Room in Arlington, which is a non-profit organization providing grief support children and families that have experienced the unexpected loss of a loved one.