Corient
Jennifer Toth's work experience includes the following positions:
- Trading Director at Corient from August 2023 to present.
- Senior Trader at CI Budros Ruhlin Roe from August 2022 to July 2023.
- Portfolio Administrator/Trader at CI Budros Ruhlin Roe from July 2010 to July 2022.
- Advisor Support at JFS Wealth Advisors from April 2008 to May 2010.
Jennifer Toth's education history includes a Bachelor of Business Administration (BBA) degree in Finance from The Ohio State University Fisher College of Business. Jennifer also attended Boardman High School, but no specific degree or field of study was mentioned. Additionally, they have obtained a certification in Essentials of Investment Consulting (EIC) from the Investment Management Consultants Association, although the specific month and year of obtaining the certification are not provided.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.