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About
Jennifer Scher, CFP®, is a Portfolio Manager at FBB Capital Partners in the Washington, DC area, where she is responsible for overseeing investment strategies, portfolio construction, and personalized financial planning for a diverse client base including affluent individuals, families, and institutions. She directly counsels clients on retirement spending, income generation, and tax-efficient withdrawal strategies, focusing on highly customized solutions rather than standardized investment products.
Her investment practice spans traditional asset classes with an emphasis on equities, fixed income, and cash flow planning—particularly as they pertain to retirement and legacy objectives. Scher's client-centric approach incorporates prudent risk management and tailored asset allocations, often working collaboratively with tax and estate professionals as part of a comprehensive wealth management process.
Prior to joining FBB Capital Partners in 2022, Scher held management roles at Resource Furniture, where she honed her consultative and client service skills. She holds an MS in Interior Design from Pratt Institute, a Master of International Business Studies from the University of South Carolina (Darla Moore School of Business), and a degree from Wesleyan University. Her expertise as a Certified Financial Planner (CFP®) underscores her commitment to fiduciary standards and delivering objective, sophisticated advice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FBB Capital Partners | Portfolio Manager | May 2022 to Present | I am a Certified Financial Planner™ practitioner and serve as a Portfolio Manager working with FBB’s clients to understand their unique circumstances, concerns and goals in order to establish appropri... |
| Resource Furniture | Showroom Manager | Mar 2016 to May 2022 | Responsible for 1 of 5 US showrooms for $13 million company. Manage all showroom staffing, events, outreach and daily activities. Opened showroom and increased sales 600% for DC area in the first full... |
| Resource Furniture | Trade Account Manager and Design Consultant | Feb 2012 to May 2022 | Work with Designers, Architects, Developers, and clients to build a strong relationship with a focus on meeting their needs. Assist with space planning and finish and fabric selection. Create plans, ... |
| JPMorgan | Vice President Institutional Sales | Sep 2003 to Jul 2008 | Member of 7-person coverage group responsible for sales, marketing and implementation of Transition Management services to pension plan sponsors of ERISA and public plans, endowments, foundations and ... |
| Goldman Sachs | Sales Trader | Jan 2001 to Dec 2002 | Developed and managed relationships with key institutional clients including asset management firms, mutual funds, hedge funds, insurance companies, quantitative funds and pension plan sponsors. Marke... |
| Morgan Stanley | Associate | Feb 1997 to Dec 2000 | Member of 6-person pension strategies group responsible for marketing hedging strategies, portfolio trading capabilities, strategic asset/liability management and other equity derivative products to p... |
Education
Pratt Institute
MS, Interior Design
2008 — 2011
University of South Carolina
MIBS, International Business
1993 — 1995
Wesleyan University
1986 — 1990
Darla Moore School of Business
MIBS, International Business
Others at Fulton Breakefield Broenniman LLC (11)
| Name | Role | Location |
|---|---|---|
D David Malmgren | Senior Portfolio Manager | Washington, DC , United States |
| Senior Portfolio Manager | Rockville, MD , United States | |
| Portfolio Manager | Washington, DC , United States | |
K Kathleen Hastings | Vice President, Portfolio Manager | Washington, United States |
| Portfolio Manager | Bethesda, MD , United States | |
| Senior Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Bethesda, MD , United States | |
| Portfolio Manager | Easton, MD , United States | |
| Equity Research Associate | Washington, DC , United States | |
| Senior Research Analyst and Asset Allocation Strategist | Bethesda, MD , United States |
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