Jennifer Gates
Education & Certificates
B.A., Lake Forest College
Professional Background
I am proud to say I joined CW Advisors in 2008 as a Wealth Manager working with individuals and families, helping them better understand financial markets and build portfolios aligned with their goals and objectives. My primary focus is the client relationship and fostering a partnership as we plan for their future. I began my career in Chicago with small cap manager, Wanger Asset Management, then relocated to Boston with Fidelity Investments. There I spent 10 years as an Account Executive with Fidelity Portfolio Advisory and Private Access groups.
Personal Interests
Outside of the office, I enjoy cooking and entertaining for friends and family and traveling as much as possible with my kids. Spending time outside, especially out west, is my happy place. I have many travel goals - one is to see all the national parks someday.
My daughter and I are active members of National Charity League (NCL), a non profit organization designed to encourage community service and volunteer opportunities for mothers and their daughters grades 7-12. This experience has been incredibly inspiring and fun to do together.