Jennifer K. Loveless

Portfolio Management Associate Director

Jennifer K. Loveless

Portfolio Management Associate Director

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Jennifer Loveless serves as a Portfolio Management Associate Director at Ropes Wealth, and is a member of the firm’s Investment Team. In her role, Jennifer meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using her expertise to understand and analyze her clients’ financial picture through a holistic framework, Jennifer can better assess their specific needs and successfully plan for their near and long term horizon. Jennifer is also a member of the Investment Policy Committee and contributes to Ropes Wealth’s asset allocation and manager search and selection process.

Prior to Ropes Wealth, Jennifer was a Wealth Advisor for Boston Private Wealth and it's predecessors that included Banyan Partners and Silver Bridge Advisors. In this role, she was responsible for investment management and ongoing financial planning for her clients. Jennifer began her career as an Operations Analyst at Brown Brothers Harriman.

Jennifer graduated with a BS in Business Administration from Boston University. Jennifer holds the CERTIFIED FINANCIAL PLANNER™ designation. In her free time, Jennifer is a dedicated volunteer with Year Up, Inc., Junior Achievement and the MSPCA.  She resides in Charlestown and enjoys hiking with her dog, Louie, traveling, and spending time with family and friends.

 
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