INVESTMENT
UPDATES
February 2024
December 2023
November 2023
September 2023
older updates
REGULATORY DOCUMENTS
Form ADV Part 2A
ADV Part 3 - Form CRS
Customer Relationship Summary
Jenifer is an Operations Analyst with over 15 years of experience on our business and technology team. Her primary focus is on the preparation of client presentations and quarterly letters, performance verification, and maintaining mortgage factors. Additionally, she assists with settling trades with custodians and brokers, corporate actions, and researching any issues with her assigned accounts.
Prior to joining Agincourt in 2004, Jenifer worked for AAA Mid-Atlantic.