Jessica Gilbert
Director, Northeast Regional Manager at AMG Wealth
- Role
- Director, Northeast Regional Manager at AMG Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jessica Gilbert
Responsible for new business development and client service within the wirehouse and…
Experience
Director, Northeast Regional Manager
Jan 2016 — Present · Boston, MA, US
Responsible for new business development and client service within the wirehouse and independent/RIA channels in New England and upstate New York.AMG Funds provides access to many of Affiliated Managers Group’s (AMG) boutique investment Affiliates through our family of mutual funds and separately managed accounts. In addition, AMG Funds oversees and distributes a number of complementary open-architecture mutual funds subadvised by unaffiliated investment managers. This broad combination of investment products allows us to serve the needs of the financial advisor community and their clients while helping to achieve their long-term investing goals.
Skills
- Asset Allocation
- Capital Markets
- Series 7
- Wealth Management
- Asset Management
- Hedge Funds
- Series 66
- Alternative Investments
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