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Jennifer Murtie

COO

A Partner of the firm and member of the Executive Committee, Jen Murtie has leadership responsibility for corporate matters, business practices, financial performance, strategic planning and business development.  She serves on the firm’s Risk Committee and Impact Investing Committee. Prior to Pathstone, Jen spent twelve years with legacy firm Federal Street Advisors, where she served as Office Administrator, Business Manager, Director of Foundation Services, Director of Client Services, COO and then as President. Jen was named a "Rising Star" in the wealth management and family office industry by Private Asset Management (PAM) magazine.  Jen was named one of the Ten Outstanding Young Leaders by the Boston Chamber of Commerce in 2015.

Prior to joining Federal Street, Jen spent six years working at The Moriah Fund in Washington DC.  She worked with the single family office and served as the foundation's Administrative Director, where she oversaw the day-to-day operations of the organization.  Passionate about philanthropy, she serves on the Professional Advisors Committee of The Boston Foundation, the Board of World Hope International and the Wealth Advisory Council of Charities Aid Foundation America. She is a member of the Boston Estate Planning Council.  In the fall of 2007, Jen took a six week paid sabbatical from Federal Street Advisors to consult on a clean water project in Ghana. She was also the winner in the 2007 Silverman Business Plan Competition with her business proposal to create an ecotourism consulting company focused on sustainable economic development in Africa. Jen was born in Kenya and lived there for 18 years.

Jen received her BA in sociology and international relations from Houghton College and obtained her MBA from Simmons College School of Management.

 

Pathstone Federal Street ("Pathstone") is an SEC‐registered investment adviser. The "Rising Stars in the wealth management and family office industry" is granted by Private Asset Management magazine (PAM), an independent association unaffiliated with Pathstone. PAM’s wealth advisory editorial board nominated a list of its leading peers, based on a criteria of leadership abilities, educational initiatives and philanthropy. The advisory board’s final decision was also based on individuals’ levels of influence in their respective fields. Additional information on the factors involved for inclusion in this ranking can be found at the following location: http://fundintelligence.global/privateassetmanagement/news/rising-stars-wealth-management-and-family-office-industry/  
 
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation.