Executive Director, Wealth Management
Throughout her more than 20-year career, Jennifer Hartmann has advised institutions on asset allocation and investment manager selection, traded fixed income securities, managed a branch office, and helped dozens of high net worth clients create and implement comprehensive wealth management strategies. Jennifer began her financial services career while still in college at the University of Pittsburgh. Several years later, she was managing the Pittsford, NY branch of a Morgan Stanley predecessor firm. Today, she interacts with a wide variety of Pelican Bay Group clients, including foundations, endowments, banks, trust companies and high net worth families. Jennifer also works closely with other Morgan Stanley Financial Advisors who seek out The Pelican Bay Group for its investment management capabilities. She takes pride in the fact that the group now maintains strategic relationships with more than 500 Financial Advisors. A frequent speaker at financial services industry conferences, Jennifer serves as Co-Chairperson of the Morgan Stanley Consulting Group Wealth Advisory Group. She is a former co-chair of the Morgan Stanley Directors’ Advisory Group and an active member of the firm’s Impact Investing Committee, as well as the Portfolio Management Institute and the Economics Club of New York. In addition to the BA in Economics she earned at Pitt, Jennifer received an MBA from University of Massachusetts and Certified Investment Management Analyst® certification from The Wharton School at The University of Pennsylvania.