Jennifer Wines, JD, CPWA®
Recently named one of the Top 100 Women of the Future, Jennifer is a certified Private Wealth Advisor who founded Invisible Wealth, which provides strategic, future-forward, consultancy services.
Born in Mexico to an Irish mother and a Mexican father, Jennifer moved 10 times by the age of 20 — all over North America. After law school, she embarked on a career in Private Wealth Management that immersed her into the world of immense wealth.
Jennifer has worked at some of the top Private Wealth Management institutions in the world, namely Goldman Sachs, JPMorgan and Fidelity. She earned her Juris Doctor from Suffolk University Law School in Boston and her Certified Private Wealth Advisor designation from Booth Business School in Chicago. While at Fidelity, she developed a proof of concept and prototype for an enterprise solution, which was advanced into incubation.
Her strong background with words (law) and numbers (finance), paired with her entrepreneurial spirit make her a trusted voice on the topic of redefining wealth, for the New Wealth Paradigm. Jennifer has been featured in publications such as The New York Times, Fidelity, Fortune, Cointelegraph and Forbes, to name a handful.
Her book, Invisible Wealth, comes out in spring 2023 from Wiley.
Website: www.jenniferwines.com | LinkedIn: www.linkedin.com/in/jenniferwines
Latest articles by Jennifer Wines, JD, CPWA®
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How Might the Great Wealth Transfer Change Society?
As $84 trillion in assets move from Baby Boomers to younger generations, we could see a greater emphasis on financial technology and investing based on values.
By Jennifer Wines, JD, CPWA® Published
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What Is Wealth? Shifting Values Change What It Means to Many
We consider ourselves ‘wealthy’ when we have an abundance of what we value, but what many of us value is changing with the times.
By Jennifer Wines, JD, CPWA® Published
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Value Investing and Values-Based Investing Gain Momentum
Investors are looking for stocks that are underpriced, and more of them want to invest not just in value, but also in values.
By Jennifer Wines, JD, CPWA® Published