Kylie is a partner in the firm and one of the leaders of the Family Office Services division. She manages key strategic initiatives to establish Trove as an industry leader. Kylie has extensive experience providing administrative family office services to ultra-high net worth individuals and families and is a sought-after speaker at industry events. She draws upon her non-traditional background to deliver comprehensive, flexible services. Both analytical and creative, Kylie anticipates the needs of our clients and our organization and presents solutions in a meaningful and thoughtful way. Kylie has more than 15 years of experience helping clients manage their complex financial lives. Kylie joined JDJ in 2007 and was instrumental in the growth of the business until its merger with the firm in 2022. Kylie launched her accounting career for a group of privately held businesses. Kylie earned a Bachelor of Fine Arts degree from the Massachusetts College of Art. She is a Certified Financial Planner®, Accredited Estate Planner®, and notary public. Kylie is a member of the Boston Estate Planning Council and Institute for Family Governance and a Board Member of The Light Foundation.
