Jodi's Story
As a Co-Founder and Managing Partner, Jodi assists affluent individuals across the country with strategic plans for their wealth. She is an Accredited Investment Fiduciary® and a Certified Divorce Financial Analyst®, with a passion for helping her clients define what matters to them, then crafting a financial plan that delivers confidence in any market.
Jodi brings over 35 years of wealth management expertise to the 4Rivers team. She spent most of her career at Mellon Bank, now BNY Mellon, working in the Wealth Management and Trust Department and was recognized for her dedication to women, founding “The Women with Wealth” forums. Jodi also founded the Women of Distinction luncheon, which recognizes women around the Pittsburgh region who've made a significant impact on the community.
In addition to being a voting member of the 4Rivers investment committee, Jodi is a firm leader. She shares her experience from Fifth Third Bank, where she was a senior vice president and helped develop the bank’s wealth management platform. More recently, Jodi served as a senior investment advisor to physicians, business professionals, women with wealth, and professional athletes at Cambridge Investment Research.
A graduate of the University of Pittsburgh’s Katz Graduate School of Business with a Master’s Degree in Finance, Jodi is honored to be a member of the Women’s President Organization (WPO). WPO is a dynamic and diverse collective of women business leaders around the world who share insight in groups facilitated to drive game-changing business and financial success.
When I’m not working: I’m spending time with my husband and our two daughters on the Pickleball court and babysitting their Great Danes!
Vice: Wintergreen Lifesavers™