Introduction
Jennifer Rodas is a portfolio associate for Nixon Peabody Trust Company. She manages portfolios for trusts and private clients and supports the investment decision-making process of the broader investment team.
My focus
I focus on managing multi-asset class portfolios in individual trusts and taxable, non-taxable, and retirement accounts. I leverage my experience to help clients achieve their financial goals by developing strategies designed to minimize taxes, manage volatility, and generate income.
Looking ahead
The wealth management industry will continue to transform over the next ten years, and the industry will need to evolve its practices to respond to and meet changing client needs. I have a strong desire to utilize my experience assisting clients to achieve financial security and help protect and grow their investments.
Education
Suffolk University, Sawyer Business School, MBA, Finance, cum laude
University of Massachusetts, B.S., Business Management and Finance, cum laude
Professionals in the Practice Area
View AllEvelyn V. Moreno
Partner / Practice Group Leader, Private Clients- Boston
- Office:+1 617.345.6157
- emoreno@nixonpeabody.com
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