How Jill Can Help You

With her almost 20 years of experience in the family office space, Jill can help your family navigate the planning and decisions that come with wealth.

What Makes Jill Knowledgeable

Jill joined Berman | Cresset as a Principal in 2011. Prior to joining Berman, Jill ran a single-family office in Atlanta for ten years where her responsibilities also included being the CFO of an operating company and a private debt fund. Prior to that, Jill worked in the turnaround and bankruptcy group at Arthur Andersen and in the finance department of a multinational manufacturing and distribution company where her responsibilities included budgeting and M&A work. Jill has been a licensed CPA since 1998 and earned her B.A. in Political Science from Washington University in St. Louis.

Getting to Know Jill

Jill and her husband, David, reside in Atlanta with their two children. Jill is the Treasurer and a Trustee of The Epstein School where she serves on the Alef Fund, Finance, Investment and Executive Committees. Jill is a proud recent participant in the Philanthropic Advisor Leadership Institute (PALI) and the Jacobson Leadership Institute.