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Jennifer Katz Silver

Redwood Investments, LLC

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About Jennifer Katz Silver

Jennifer Katz Silver is a registered investment advisor representative with Redwood Investments, LLC, and has been in the industry since 1997. Jennifer has a Series 7, 9, 10 and 63 licenses. Jennifer has previously worked at Neuberger Berman Management Inc. and Neuberger Berman, LLC in New York, NY. Jennifer is a Chartered Financial Analyst and holds a Series 24 license. Jennifer currently works in the Newton, MA office of Redwood Investments, LLC, where she provides portfolio management services for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Jennifer Silver is currently registered with Redwood Investments, LLC. Redwood Investments, LLC is an investment advisor headquartered in Boston, Massachusetts. The firm manages approximately $1.69 billion in assets for a diverse range of clients, including individuals, corporations, investment companies, charitable organizations, pension plans, and state and municipal government entities. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Redwood Investments, LLC

265 FRANKLIN STREET

BOSTON, MA 02110

$1.69B

Assets Under Management

6

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Silver’s Registration & Firm History

MA

04/29/2016 - Present

Redwood Investments, LLC (NEWTON MA)

NY

11/20/1997 - 04/02/2003

NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)

NY

11/04/1997 - 04/02/2003

NEUBERGER BERMAN, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/08/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/20/1998

Series 24 - General Securities Principal Examination

BC

Issued 11/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Katz Silver.
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