Integris Wealth Management is pleased to announce that Jenna Reynolds has been made a Partner of the firm, effective January 1st.
Jenna has consistently demonstrated leadership and initiative in her work since she joined Integris in 2018, and has 18 years of financial operations experience. Her position as part-owner strengthens Integris’ ability to deliver exceptional service for our clients.
In her current role as Director of Operations, Jenna has many critical aspects of Integris’ operations report to her directly. She is responsible for managing the people, processes and technology in the Investment Operations and Client Operations functions of the firm. In addition to overseeing cross-functional workflows, leading process improvements, coaching, and training, she assists in the management of various ancillary functions such as investment research, compliance, and vendor management. Jenna works closely with the firm’s managing partners, Mike Leavy, Kevin Mahoney, and Allison Barrientos, to ensure Integris maintains the highest levels of teamwork and client service.
To learn more about Jenna’s professional background, click her photo on the Integris Team Bios page. For more on Jenna’s interests outside of work, see her Team Spotlight featured on the blog. We are excited for Jenna to continue playing a key role in managing the operations and growth of the company.
Partnership at Integris represents the future of our firm – Congratulations Jenna for this well-earned advancement!