Firm Principal
Jeanne serves as CIC’s Chief Operating Officer and as a Chief Compliance Officer in addition to being one of the owners of the firm. She has over 20 years of experience with the CIC team, 15 of which as a Relationship Manager working directly with clients. She shares this experience with others in the firm to perpetuate the CIC culture of putting the client first and maintaining the highest of standards.
After receiving a BS in Engineering Physics and a BA in Aeronautics-Mathematics from Miami University in Ohio, she went on to obtain her MBA from The University of Connecticut, concentrating in Finance and Management.
Jeanne is originally from Connecticut, but now happily calls North Carolina home. She currently lives in Waxhaw, NC, with her husband, Brian, and her son, Jake. Jeanne and her family own and operate Rivendale Farm, an equine boarding facility in South Carolina. She enjoys her horses, the outdoors, travelling, and reading. Jeanne holds FINRA Series 4, 7, 24, 63, 65, and 99 licenses.