Jennifer Preller, CPA
Jennifer is a member of PEI’s Research Group, with a primary focus on participant directed plans. Jennifer conducts extensive research on managers for new and existing clients, specializing in the fixed income asset class. She has over fifteen years of investment experience. Jennifer also contributes commentary to the PEI
quarterly newsletter, The Prudent Press, and white papers.
Prior to joining PEI in 2008, Jennifer worked as a corporate bond research analyst at Barclays Capital, covering the utilities, retail, and consumer products sectors. Jennifer has also held positions at Goldman Sachs & Co. as a client service representative in the prime brokerage group and at Deloitte & Touche LLP as a senior accountant within the investment management group.
Jennifer graduated magna cum laude with a BS in accountancy from Villanova University and received her MBA with an emphasis in finance and accounting from the Leonard N. Stern School of
Business at New York University. Jennifer holds the CPA designation and is a member of the New York State Society of CPAs. She has also passed the Series 7 & 63 (Registered Representative) exams.