Denver – September 6, 2017 – Johnson Financial Group (JFG), a Denver-based multi-family office, announced today that Rachel Epstein McKiernan has joined the firm as Partner and Director of Client Relations for JFG Wealth Management. In this role, she partners with families on creating plans to meet their financial goals that include investment management, estate planning and insurance planning. Rachel is also actively involved in the firm’s growth strategy and day-to-day operations.
Prior to joining JFG, Rachel worked at J.P. Morgan’s Private Bank in New York City for eight years where she was responsible for advising high net worth families on a range of issues including investment management, lending, and estate planning. She also was a project manager on the Private Bank’s Global Finance Strategy Team, partnering with senior management to develop strategic growth plans, improve productivity, and evaluate market opportunities.
“We are thrilled to have Rachel join the team,” said Brandon Johnson, JFG Founder and Principal. “Her institutional background and knowledge -- combined with JFG’s investment philosophy, culture and access to leading investment managers -- allow us to deliver an exceptional client experience.”
“I’m very excited to be part of a world class organization that provides individuals and families the opportunity to access our best-in-class investment managers and exclusive investment opportunities,” said Rachel.
Originally from Cleveland, Rachel moved to Denver in 2016 after spending 13 years in New York City. She is active in the Jewish community and women’s networks in Denver, and is enjoying life in Colorado with her husband, Corey and son, Zachary. Rachel received a B.A. in Economics from The University of Michigan and an MBA from Columbia Business School.
About Johnson Financial Group
Johnson Financial Group (JFG) is a Denver-based boutique multi-family office dedicated to holistic, conflict-free wealth planning, and investment management. JFG has evolved over the last 40 years from its beginnings as a single family office created by Wallace E. Carroll, a successful industrialist who grew a small manufacturing company into a global conglomerate.
In 2002, Wallace’s grandson, Brandon Johnson, became CEO of the family office and formed Johnson Financial Group. Johnson evolved his family’s approach to wealth management focusing on increasing transparency, lowering fees, removing conflicts of interest, and striving to achieve better outcomes. Johnson wanted to offer the same high-end services to other like-minded families, and in 2010 he expanded his family office to serve a select group of high net worth families across the United States.
In response to client interest, JFG further expanded its offering and created JFG Wealth Management to provide JFG’s best-in-class approach to a broader set of families who seek assistance accumulating, managing and transferring wealth.
JFG now partners with over 30 families and manages approximately $850MM in assets.
For more information on the company, please visit www.jfgwealth.net.
Johnson Financial Group and JFG Wealth Management are affiliated investment advisory firms registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. A copy of each investment adviser’s current written disclosure brochure filed with the SEC, which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.