Jennifer Wolfsberg
Managing Principal
CDFA
With over 20 years of wealth management experience Jennifer serves as Managing Principal of Centerpoint and leads the team’s communications with clients and their families. Her macro view for big picture needs solidifies the complete vision that keeps high net worth families on track to achieve their goals.
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. Seeing the big picture of integrative planning, Jennifer guides families along the full continuum of their investment journey. 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 and is currently an advisor to the Skyhawk Investment Group and the student-run opportunity fund . She began her financial career with Harold C. Brown, one of Buffalo’s largest independent investment advisors. Jennifer 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 holds the Certified Divorce Financial Analyst (“CDFA”) designation.
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 spending time with their daughter, Aziza. Locally they find great joy in supporting animal sanctuaries when not pampering their own pup 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.
I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.