Investment Advisory Associate
“I love problem-solving, especially when I am able to put my skills to use in helping our clients reach their goals. I’m passionate about being a part of the ACG team because all of the ACG team members here give their best effort everyday in support of our clients.”
As an Investment Advisory Associate with ACG, Jaimee Bernard coordinates investment account data reconciliation, investment management, and performance reporting. Jaimee is experienced in working with high net worth clients, data analysis, due diligence, and IT. She plays a coordination role in the firm’s marketing effort as well as assists ACG’s Chief Compliance Officer with company-wide compliance efforts.
Before coming on board with ACG in 2016, Jaimee worked for a high net worth family private office.