Jen Paterson has enjoyed 30 years in the institutional financial business across investment banking, institutional research sales, management and financial advisory. In the wake of personal family changes, followed by increased geopolitical turmoil, market volatility and tax changes, Jen felt a pressing need to better understand how to protect her estate and her children’s financial future. Through this process, she felt a calling to leverage her unique and deep expertise in the institutional financial world to help other families navigate the ever-changing financial landscape and to find the most effective, efficient, lucrative and affordable financial strategies to last for generations.

Jen recently moved to Manchester, VT with her two children but has an active office in New Canaan, CT. She enjoys all-things-equestrian and teaches at New Canaan Mounted Troop in her spare time. Jen also enjoys music, playing poker and being outdoors with her family. She graduated from Colgate University with an Economics major in 1995. Jen is currently licensed as an Insurance Producer license (#2687223) and is updating her previously held licenses as a Registered Investment Advisor (Series 65), Securities Agent (Series 63), Securities Representative (Series 7) and Commodity/Futures (Series 3) licenses (CRD# 3117004).