We work with each client to define and develop clear portfolio objectives and design an appropriate asset allocation and investment plan to meet those objectives. It is our belief that a measured amount of risk, disiplined security selection, appropriate diversification and long-term focus serve our clients best.
Jennifer Tse
Wealth Advisory Associate
Evercore Wealth Management LLC
212-822-7640
tse@evercore.com
Jennifer is a Wealth Advisory Associate focusing on such areas as goals-based asset allocation, estate and wealth transfer planning and concentrated stock management. Jennifer is also active in the research supporting the firm's non-proprietary investment management platform.
Prior to joining Evercore Wealth Management, Jennifer was an analyst in Private Wealth Management at J.P. Morgan, addressing the needs and goals of high net worth individuals and families through developing comprehensive financial plans as well as estate and wealth transfer strategies. Prior to that, Jennifer worked as a Client Portfolio Management Analyst within the Investment Management Division at J.P. Morgan.
Jennifer received a Bachelor of Arts degree in Economics and Psychology from the University of Michigan. She also holds her Certified Financial Planner license. She is a member of the Financial Planning Association.