As a Director in our Family Office Services division, Angela leads one of our client service teams and helps ensure superior service and continuity of client experience firmwide. Her responsibilities also include managing client deliverables, the allocation of internal resources, and the creation and adoption of best practices. Angela oversees complex client relationships and works closely with team members to deliver services tailored to meet the needs of families. She cares deeply about her clients and enjoys solving the unique challenges they face. Clients and advisors rely on Angela’s excellent analytical and communication skills and outstanding work ethic. Angela has provided financial and administrative accounting services to families since joining JDJ in 2012 and was instrumental in the growth of the business until its acquisition by the firm in 2022. Angela, a Certified Financial Planner,® graduated magna cum laude from Bridgewater State University. Angela is a former member of The Boston Foundation’s Professional Advisors Network.
