Brittany Jones, CFA

Brittany Jones, CFA

Senior Client Advisor

Brittany Jones, Senior Client Advisor, joined Siharum Advisors in 2019.  Brittany works directly with clients helping to design, communicate, and implement their unique investment strategies.  She also serves as the primary point of contact to ensure that ongoing client service needs are completed in a timely and thorough manner.  Prior to joining the firm, Brittany spent seven years at Coastal Capital Group where she served as Manager of Investment Solutions and prior to that, Relationship Coordinator. Earlier in her career, she was a Client Service Administrator at Integrated Financial Partners.  Brittany graduated Cum Laude from Villanova University where she earned a B.S. in Business Administration with a major in Finance.  She is a CFA® charterholder and is Series 7 and Series 66 certified.  Brittany and her husband live in Charlestown, Massachusetts.