top of page
Jean has been in the financial industry since 1984, when she started at Janney Montgomery Scott, Inc as an Administrative Assistant and later in the Mortgage-Backed Securities department. After leaving Janney, Jean joined Walnut Asset Management and worked closely in all areas relating to client services for various managers. With the knowledge and professionalism gained, Jean went to work at Tower Bridge Advisors from November of 2007 thru May of 2023 when she joined Pine Valley Investments as a Senior Executive Administrator; bringing with her the relationships and knowledge gained over the past 39 years.
bottom of page