Jennifer L. Prosperino, a principal in Schulman Lobel LLP’s Personal Business Management group has nearly twenty-five years of experience advising a diverse array of high-net worth individuals – among them athletes, attorneys, executives, entrepreneurs, divorcees and widows. Jennifer advises her clients on all aspects of their financial lives, turning complex and technical concepts into easier terms for the clients to better understand and to be able to make well thought out decisions.
Acting as a financial quarterback, she sees that planning is coordinated with clients’ attorneys, brokers, insurance agents and other advisors as well as with family members. With her tax background, short and long-term tax implications are factored into the planning.
Education & Licenses
Jennifer received her B.B.A in Accounting from Pace University in New York. She also earned the designation of Personal Financial Specialist (PFS) – the AICPA’s recognition for excellence in personal financial planning.
She holds her CPA Licenses in New York and holds her Series 65.
ACHIEVEMENTS & AFFILIATIONS
Jennifer has been quoted on Forbes.com and in ESPN the Magazine as well as authoring an article for the E-Guide for Professional Athletes entitled Scoring Points Against the Jock Tax.