Jenn Ostberg, CFP®

Director—Wealth Strategies, Bernstein

12 Years at AB
14 Years of experience

Jennifer R. Ostberg is an Associate Director with Bernstein’s Wealth Strategies group and is based in the firm’s Boston office. She works closely with high-net-worth clients and their professional advisors on a variety of complex planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy, retirement planning, and asset allocation. Jennifer joined the firm in 2009 as a private client associate in the Los Angeles office. She relocated to the Boston office and began working with the Wealth Strategies group in 2014. Prior to joining Bernstein, she was a corporate actions analyst at Investors Bank and Trust. Jennifer earned her BS degree in finance and marketing from Syracuse University in 2006, and is a member of the Greater Boston Chamber of Commerce and the College Club of Boston. She is a CERTIFIED FINANCIAL PLANNER™ professional.