Jamie has been advising families, entrepreneurs, endowments and foundations for over 20 years to help preserve and grow their wealth.

Jamie originally joined The KCP Group of Stifel in 2020. Since 2000, Jamie has had the honor and pleasure of working with families to create purpose-driven plans suited to their personal and financial goals. Jamie focuses on gaining a thorough understanding of her clients’ goals and priorities to proactively provide bespoke, family wealth management plans. She is highly experienced in helping her clients manage both sides of their balance sheets.

Jamie most recently served as Executive Director, Private Banking, at J.P. Morgan Chase, where she worked since 2010. Prior to that, she served as Financial Advisor at Morgan Stanley and as Vice President, Private Banking, at National City (PNC). Her experience also includes acting as the CEO of a small company.

Highly active in the community, Jamie serves as vice president of the board of directors of The Jewish Community Relations Council, as an associate officer of the board of Jewish Federation of Greater Indianapolis, and as a board member of John H. Boner Center. She previously served as a board member of Keep Indianapolis Beautiful and Dress for Success Indianapolis, where she continues to volunteer. She also previously served as a board member and volunteer with organizations including the Young Professionals of Central Indiana, the Indianapolis Museum of Art (now Newfields), Girls Inc. of Indiana, and the Indy Hub.

Jamie previously served two years as an advisor to an undergraduate investment course at Butler University, where she earned an MBA in 2008. She earned the CFP® certification in 2010 and, in that same year, completed OPTIONS with Women’s Fund of The Central Indiana Community Foundation. In 2019, she was honored to become a graduate of the Stanley K. Lacy Leadership Program. She also holds a B.A. in History and Jewish Studies from Indiana University.