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Jennifer Scher

Jennifer Scher

Portfolio Manager at Fulton Breakefield Broenniman LLC

Washington, DC , United States

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

OrganizationRoleDate RangeDetails
FBB Capital PartnersPortfolio ManagerMay 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 FurnitureShowroom ManagerMar 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 FurnitureTrade Account Manager and Design ConsultantFeb 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, ...
JPMorganVice President Institutional SalesSep 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 SachsSales TraderJan 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 StanleyAssociateFeb 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)

NameRoleLocation
D
David Malmgren
Senior Portfolio ManagerWashington, DC , United States
Jaime Quiros
Jaime Quiros
Senior Portfolio ManagerRockville, MD , United States
John Petrofsky
John Petrofsky
Portfolio ManagerWashington, DC , United States
K
Kathleen Hastings
Vice President, Portfolio ManagerWashington, United States
Maggi Keating
Maggi Keating
Portfolio ManagerBethesda, MD , United States
Mel Casey
Mel Casey
Senior Portfolio ManagerBethesda, MD , United States
Alex Cfp®
Alex Cfp®
Portfolio ManagerBethesda, MD , United States
Cfp® Callahan
Cfp® Callahan
Portfolio ManagerEaston, MD , United States
Mark Stachura
Mark Stachura
Equity Research AssociateWashington, DC , United States
Michael Brenner
Michael Brenner
Senior Research Analyst and Asset Allocation StrategistBethesda, MD , United States
Showing 1-10 of 11 team members

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