Jenna M. Iannelli
Risk Manager, Associate Director
Jenna Iannelli, IACCP®1 serves as Risk Manager and Associate Director at Ropes Wealth, and is responsible for supporting the firm’s compliance program and day-to-day risk management obligations of the firm. Jenna works closely with the Chief Compliance Officer to conduct ongoing risk assessments and recommend risk mitigation solutions across all business functions. Jenna is also a member of the Business Oversight Committee of Ropes Wealth.
Jenna was a Senior Risk Communications Specialist at Aberdeen Standard Investments (“ASI”, previously Standard Life Investments). Prior to ASI, Jenna was a Senior Compliance Specialist at Silver Bridge Capital Management. Jenna also gained valuable compliance experience in early roles at Advent International and Babson Capital Management.
Jenna earned her BA degree in Communications from Endicott College and an MBA from Fitchburg State. She is a member of the New England Broker Dealer Investment Adviser Association (“NEBDIAA”). Jenna resides in Wakefield with her husband and two young children, and enjoys spending time with her family and friends.
1 Investment Adviser Certified Compliance Professional ® (IACCP ®) designation is issued by a Certificate Program co-sponsored by Investment Adviser Association (IAA) and National Regulatory Services (NRS). Candidates must complete a series of eight courses or may apply for waiver status for certain select courses bases on education, training and/or experience. Candidates are required to attest to and abide by the NRS Center for Compliance Professional’s Code of Ethics and Professional Standards of Conduct. Two years of full-time professional work experience, as defined in Definition of Acceptable Work Experience, are required before the Investment Adviser Certified Compliance Professional designation can be awarded. Candidates must pass the Certifying Examination. To maintain certification, candidates are required to complete twelve (12) professional continuing education credits each year. Two of the twelve credits must be earned by attending an approved ethics course(s). All credits can be earned by attending approved educational events offered through the Center or other industry education providers.