JJ has over 40 years of investment management industry experience, working with institutional asset owners, investment consultants and various investment management companies. Most recently, JJ was Senior Vice President in Callan’s Trust Advisory Group and formerly, she held senior-level management, product development and marketing positions with several Boston asset management firms.

JJ graduated with a BA from Purdue University, is a member of the CFA Institute and the CFA Society New Mexico, where she served as the immediate past president. She also serves on the CFA Western Region Conference steering committee. Additionally, she is a member of the Santa Fe Community Foundation’s investment committee and on the Finance Advisory Board for the University of New Mexico’s Anderson School of Management.