Associate Director—Wealth Strategies
Jennifer R. Ostberg is an Associate Director with Bernstein’s Wealth Strategies group and is based in the firm’s Boston office. She works closely with high-net-worth clients and their professional advisors on a variety of complex planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy, retirement planning, and asset allocation. Jennifer joined the firm in 2009 as a private client associate in the Los Angeles office. She relocated to the Boston office and began working with the Wealth Strategies group in 2014. Prior to joining Bernstein, she was a corporate actions analyst at Investors Bank and Trust. Jennifer earned her BS degree in finance and marketing from Syracuse University in 2006, and is a member of the Greater Boston Chamber of Commerce and the College Club of Boston. She is a CERTIFIED FINANCIAL PLANNER™ professional.