There have been some exciting changes recently at PARTNERSINWEALTH, and I want to use this WEALTHWISE to tell you about one. Our latest talent acquisition, Jaison Ipe, has joined us as Vice President of Operations. He has an MBA from Yale in finance and entrepreneurship, and most recently served as a Director for insurance multinational AIG (American International Group).
While Jaison will be on the operations side of the house at PARTNERSINWEALTH, that does not mean his focus won’t rest squarely with clients. Just as your PERSONALCFO is committed to your financial peace of mind, Jaison will be committed to ensuring you receive service beyond your expectations.
“I firmly believe that businesses can always improve,” Jaison said, “and become more efficient while continually enhancing their impact on clients and the client experience. As we invest in the next generation of productivity and technology tools at PARTNERSINWEALTH, I look forward to hearing from clients about ways we impact their lives and what it’s like to work with us.”
By working at a confluence of finance, strategy and technology, Jaison’s goal will be providing the best possible end-to-end experience for every client that walks through our doors. It starts with enabling our PERSONALCFOs to exceed their own potential, by supporting them with world-class business operations, cutting-edge technology and a top-shelf team.
Jaison’s full experience includes over 18 years working for startups, Fortune 500 corporations, and private equity and management consulting firms, with a focus on financial services. In addition to his MBA, he holds a Master’s in industrial engineering from West Virginia University. He and his wife Tina attend Crosspoint Church in Bellaire. With three boys under age six, their home has no shortage of excitement and laughter, and has even been referred to as “goofball island” by Jaison.
The next time you are at the office, please take a minute to say hello to Jaison. He will be playing a vital role in helping fulfill our commitment to you of being the trusted single point of contact that lets you rest easy while keeping your finances under precise control and working for you. If you feel you need help in any of these areas, please contact Jim Waters, CFP®, at 713.964.4028 or email@example.com.