Fremont Group
Jennifer (Jenna) Josephs currently serves as an Associate in Client Services at Fremont Group since July 2021. Prior experience includes roles as a Senior Operations Specialist and positions within the Portfolio Management Group at Hall Capital Partners LLC from July 2014 to June 2021. Jennifer began the career journey with an undergraduate education at the University of Illinois at Urbana-Champaign, earning a Bachelor of Science in Agricultural and Consumer Economics with a concentration in Financial Planning and a minor in Spanish. Throughout academic years, involvement included serving as Vice President of Internal Relations for a student organization, managing events, and leading recruitment efforts for international service trips. Additional experience encompasses an internship at Charles Schwab focused on RIA Advisor Services, volunteer work with the Financial Planning Association, and a role in a seasonal support capacity at Nordstrom. Leadership within the Alpha Delta Pi Sorority as Director of Standards and Ethics further highlights strong organizational and interpersonal skills.
Fremont Group
Fremont Group is a San Francisco-based private investment firm with assets under management across a broad array of asset classes. They are distinguished by their focus on superior performance, their operating orientation, and their commitment to true partnership. They have the financial resources, the expertise, and the breadth of experience to identify opportunities where others might not and to move quickly to capitalize on those that fit their criteria.