Jennifer A. Charlebois
CPWA, CAP, CTFA
Managing Director and Senior Trust Officer

Jennifer A. Charlebois is a Managing Director and Senior Trust Officer at First Republic Trust Company in New York.

Prior to joining First Republic, Charlebois was a Senior Vice President and Senior Trust and Fiduciary Specialist at Wells Fargo Private Bank. Charlebois’ 20 plus years of service in the wealth management industry include roles as Senior Vice President and Senior Trust and Fiduciary Specialist at Wells Fargo Private Bank, providing integrated and comprehensive wealth management solutions to high net worth clients, as well as handling the fiduciary management of many large complex trust relationships and as Vice President and Senior Trust Officer at US Trust Company, providing wealth management services, including fiduciary management and administration to high net worth families. She was responsible for a $220 million fiduciary portfolio. Prior to her tenure with US Trust Company, Jennifer was a Vice President and Senior Trust Officer at Fleet National Bank for twelve years.

Charlebois is a member of the Institute of Certified Bankers, the International Association of Advisors in Philanthropy, the New York Philanthropic Advisors Network, as well as the Estate Planning Council of Westchester.

Charlebois received her degree in Business Management from Elms College and is a graduate of the Cannon Financial Institute.  She is a candidate for the Certified Financial Planner certification and holds the professional designations of a Chartered Advisor in Philanthropy ®, Certified Trust and Financial Advisor and also earned the designation of a Certified Private Wealth Advisor ® through the Chicago Booth School of Business.

Wealth Management Experience: 21 Years