Jennie Sowers, CFP®

Jennie is a Partner, Wealth Advisor in our New York City office. Jennie’s motivator is making connections—among people, relevant information, ideas and opportunities. Building relationships inside and outside the firm, she is in tune with the nuances of personalities, needs, skills and strategies, asking lots of questions and listening to pinpoint relevant solutions. Jennie’s journey in the financial services industry began in 1998 at Paine Webber (then UBS) after graduating from Bucknell University, of which she remains an active alumni and mentor for current students. Since joining the team that became legacy firm KORE Private Wealth in 2002, her roles transitioned from highly technical and market-oriented to relationship-building and business management. Several years ago, prior to the firm’s launch, Jennie began transitioning her role away from being a co-portfolio manager across over $2 billion+ of municipal bonds and began concentrating exclusively on building the broader business and client relationships within the sports and entertainment industries—especially supporting female clients to empower them in their financial lives. Since we launched the firm, these areas of passion have manifested into her leadership of end-to-end philanthropic advisory, including “values-aligned” investing for our clients. This has meshed well with many of Jennie’s personal commitments, activities and community leadership, ranging from her church’s endowment committee to her children’s school to organizing a working women’s Paddle league. In addition, Jennie is incredibly active in the broader wealth management community, serving on the advisory councils for Addepar, Ethic and Trusted Advisor. Jennie lives with her husband, JT, and their two children in Montclair, New Jersey.