Jenifer H. Cannon

Is responsible for business development and new client relations at Wingate. Her focus is working with business partners, institutions, and prospective clients. She has over 15 years of experience in the investment industry.

 

Most recently, Jenifer spent four years at Charles Schwab & Co., Inc. as an investment counselor managing a large, diverse client base. Prior to this, Jenifer was responsible for the Charles Schwab & Co., Inc. Investor Education program in New England and New York, where she presented on various investment-related topics to large groups of clients. Jenifer began her career as a mutual fund wholesaler at Putnam Investments and then Fidelity Investments.

 

Jenifer is currently enrolled in the Certified Financial Planner designation program and has a Bachelor of Arts degree from the University of New Hampshire in Durham, NH.

 

Jenifer is married with two young sons. She enjoys running, reading, and spending time at the park with her boys.

 

Top  |  Back to Teams

 

Joseph N. Evangelista

As our portfolio analyst, Joe is responsible for the ongoing review of client investment portfolios.  He prepares portfolio analyses, reviews asset allocation and manager selection in client portfolios, and designs investment portfolios consistent with the client’s investment goals and objectives and the guidelines developed by Wingate’s Investment Committee.

Prior to joining Wingate in 2003, Joe owned a financial planning practice, where he was responsible for all aspects of his clients’ financial, investment, insurance, and estate planning goals. He holds a Chartered Mutual Fund Counselor professional designation and is currently enrolled in the Certified Financial Planner program. He holds a Bachelor of Science Degree from Boston College and a Juris Doctor from Suffolk University.

Joe is married with four young children, and enjoys golf, hockey and sailing.
 

Top  |  Back to Teams