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Jen Paterson, CDFA®

Jen Paterson, CDFA®

Director of Wealth Management

Jen Paterson has enjoyed nearly 25 years in the institutional financial business across investment banking, institutional research sales, management and financial advisory.  In her most recent role at Greenwich Associates, she led the business development effort around data and analytics for US banks, and was a senior business development associate specializing in market structure and financial technology.

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 learned of the many complex challenges and opportunities facing families today, and felt a calling to leverage her unique and deep expertise in the institutional financial world, to help individuals navigate the ever-changing financial landscape.  Jen’s passion is in helping families to find the most effective, efficient, lucrative and affordable financial strategies, to last for generations. 

Jen lives in New Canaan, CT with her husband and her two school-aged children.  After decades of riding competitively, she continues to enjoy 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 has a current 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).