As founder and managing partner of Mosaic Fi, Jenifer’s vision includes providing individual clients with smart, straightforward, personalized planning and investment management with a focus on keeping costs to a minimum. Jenifer leads all investment, planning and operations for the firm. Her background includes
She is the proud single mother of three daughters and is a strong advocate for empowering women in all aspects of their financial lives.
- 7 years of Financial Planning and Investment Management at Mosaic Fi
- 8 years of Portfolio Construction and Financial Management for ultra high net worth family offices
- 14 years of Fixed Income Portfolio Management at Northern Trust, Brinson Partners
- CFA® (Chartered Financial Analyst)
- MBA, Finance and Economics, University of Chicago, Booth School of Business
- BS, Business Administration, University of Arizona
- Jenifer is an active member and committee participant of the Chicago Financial Exchange and the CFA Society of Chicago. She is often a guest speaker and panelist for the Chicago Booth Women’s Network.
She is the proud single mother of three daughters and is a strong advocate for empowering women in all aspects of their financial lives.