Jennifer K. Loveless, CFP®
Portfolio Manager & Director
Jennifer Loveless, CFP®1, CSRIC®2, serves as a Portfolio Manager & Director at Ropes Wealth, and is a member of the firm’s Investment Team with a specialty in Environmental, Social, and Governance (ESG) investing. 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 analyze each client's financial picture through a holistic framework, Jennifer can better assess their specific needs and successfully plan for their near- and long-term time 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.
As an ESG specialist, Jennifer coordinates directly with the CIO to conduct research and due diligence on third party managers for Ropes Wealth’s ESG platform. She also is a key contributor to Ropes Wealth’s ESG thought leadership and education pieces.
Prior to joining Ropes Wealth, Jennifer was a Wealth Advisor for Boston Private Wealth and its predecessors, 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, is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Chartered SRI CounselorSM 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.
1CERTIFIED FINANCIAL PLANNER ™ or CFP® certification is granted by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Candidates must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. To receive CFP® certification, candidates must complete a CFP Board Registered Program or hold an accepted designation, degree or license; pass the CFP® Certification Examination; and agree to be bound by CFP Board’s Standards of Professional Conduct. In addition, a CFP® professional must complete 30 hours of continuing education every two years. More information about CFP® certification is available at https://www.cfp.net.
2 CHARTERED SRI COUNSELORSM or CSRIC® designation is granted by the College for Financial Planning®, a Kaplan Company. Candidates must successfully complete the CSRIC® program and pass an examination; abide by standards of professional conduct; and complete 16 continuing education credits every two years. The CSRIC® program provides investment professionals with information about the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investments. More information is available at https://kaplanfinancial.com/wealth-management/csric.