Jennifer L. King, IACCP®
Chief Executive Officer
Corporate Secretary & Director, Chief Compliance Officer
Executive Team
Mrs. King earned her BS in Commerce from the University of Virginia in 1992 and an MBA from James Madison University in 1997. Jennifer is an NRS Investment Adviser Certified Compliance Professional®, a CIPM certificate holder, and is responsible for the firm’s compliance program.
In addition, she handles operations and administration for the firm, including supervising our performance measurement, client investment record keeping and reporting. She also handles client relations related to those functions, supervises the maintenance of our performance measurement software and manages fixed income investments for client balanced portfolios. Prior to joining us, Jennifer was Manager, Marketing Communications at Universal Instruments in Binghamton, New York and GE Fanuc Automation in Charlottesville. She is a past President of the Rotary Club of Charlottesville, a Director of The Center, serves on the Advisory Council of the United Way of Greater Charlottesville, and serves on the Finance Committee of the Charlottesville Ballet.