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Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us

Meet Your Team

Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
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Jennie Chung

Relationship Manager

As a Relationship Manager at Prio Wealth, Jennie works closely with clients, prospects, Prio Wealth advisors, and business partners with regards to their investment management, financial planning, estate planning, and administrative needs.

Jennie joined Prio Wealth in 2021 and brings with her seven years of client experience in financial services. Jennie began her career at BNY Mellon, where she first served as a Client Accounting & Reporting Specialist in Asset Servicing. She then moved to Wealth Management where she was a Relationship Manager in the Family Office department.

She received her bachelor’s degree (BSBA) in Finance and International Business from Suffolk University and completed her MBA from the D’Amore-McKim School of Business at Northeastern University.

Jennie lives in Haverhill, Massachusetts. Her personal priorities include travelling, trying new foods, playing the piano, hiking with her chocolate lab, and spending time with family.

Contact Jennie Chung
Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®

Start With Prio Today

Contact Prio Wealth today to explore your financial priorities and how we can work with you to meet your wealth management goals.

Request a Consultation
Address: 265 Franklin Street, Suite 2001, Boston, MA 02110-3199
Tel: (617) 224-1900
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