Jill is a Managing Director, Wealth Advisor in the Atlanta office of Cresset and serves high-net-worth and family office clients. Jill leverages her knowledge as a CPA, as well as her 20 years of experience in running family offices to guide her clients through complex financial planning, income tax planning, trust and estate strategies, philanthropic decision-making and implementation through a variety of charitable vehicles, portfolio allocation and implementation, and specialized reporting to see the big picture of a family’s financial life.
Prior to Cresset, Jill spent 10 years with Berman Capital Advisors as a Wealth Advisor and served on the firm’s Executive Management Team as Chief Financial Officer and Chief Compliance Officer. Prior to joining Berman, Jill ran a single-family office in Atlanta for 10 years, where she held various roles including CFO of an operating company and a private debt fund. Prior to that, she worked in the turnaround and bankruptcy group at Arthur Andersen and in the finance department of a multinational manufacturing and distribution company.
Jill has been a licensed CPA since 1998 and earned a Bachelor of Arts in Political Science from Washington University in St. Louis. She is the former Treasurer and Trustee of The Epstein School, where she currently serves on the Finance Committee. Jill also serves on the Endowment Committee for Hillels of Georgia and on the Finance Committee for the Jewish Federation of Greater Atlanta.
Jill is a proud graduate of both the Philanthropic Advisor Leadership Institute (PALI) and the Jacobson Leadership Institute.
Jill and her husband, David, reside just outside of Atlanta with their two children.