Prior to founding JDJ Resources, Doreen served as CFO for AEGIS, an international real estate and private equity investment advisor. Doreen also held the position of CFO at Aldrich Eastman Waltch (AEW), an institutional investment management firm. During her tenure at AEGIS and AEW, Doreen was responsible for creating policies and procedures to manage investment and corporate cash flow, designing client financial reporting and directing corporate communications. She managed the treasury, corporate accounting, human resources, information technology and portfolio accounting departments.

Before assuming the position of CFO, Doreen was Portfolio Controller at AEW for a $1 billion real estate partnership, developing a solid foundation in asset management, performance measurement and client service. She also assisted in the underwriting of various transactions, including the Sears Tower in Chicago.

Doreen began her career at KPMG, ultimately becoming a senior audit manager. She specialized in providing accounting, auditing, tax, and financial consulting services to clients in the real estate and financial institution industries.

Doreen holds a Master of Business Administration degree from Babson College and a Bachelor of Arts degree in English from Skidmore College. To keep her CPA license current, Doreen takes continuing education classes in the accounting and tax areas. Doreen participates in the annual Red Sox Rookie Development Program as a host family to some of the organization’s most promising prospects. She is a former member of the Planned Giving Committee of Trinity Church, Boston, and is very active in community organizations in the South End of Boston, where she resides.

Prior to co-founding JDJ Resources, Jamie was a financial manager at AEGIS, an international real estate and private equity investment advisor. There, he managed the company's day-to-day financial accounting, investment tracking and reporting, and financial analysis requirements. In addition, Jamie also managed the company's technology. Jamie came to AEGIS from State Street Bank and Trust, where he held positions of portfolio accountant and performance analyst responsible for the calculation, analysis and reporting of client investment performance.

Jamie’s noteworthy financial background also includes four years as portfolio accountant and client cash coordinator at Aldrich Eastman Waltch (AEW) where he gained skills in accounting, financial reporting, financial statement presentation, performance projections, evaluation of partnership and investment agreements, and other financial analysis.

Jamie earned a Bachelor of Science degree from Babson College, received a certificate in Financial Planning from Boston University and participated in Boston University’s Real Estate Studies Program. He is a notary public and a member of The Boston Foundation’s Professional Advisors Committee, the Financial Planners Association, American Association of Daily Money Managers and the Boston Estate Planning Council. Jamie is an avid Boston sports fan and enjoys spending time with family, watching his boys participate in sports, and coaching youth lacrosse. He lives in Natick, Massachusetts with his wife and children.

Prior to joining JDJ, Steve spent seven years working exclusively for an ultra high net worth European family, assuming several roles as the US extension of its UK-based family office. Steve was responsible for managing household staff for multiple US residences, oversaw and reported on multi-million dollar personal and trust accounts, and coordinated substantial home purchases and renovations. He also served as executive director and co-trustee of the family’s $22 million US private foundation.

After successfully coordinating the family’s relocation to Europe, Steve founded his own business offering select family office services and, in August 2003, merged that business with JDJ Resources. He was made a partner of the firm in 2005.

Steve's managerial experience includes several positions spanning nine years with Peabody Office Furniture in Boston where he was facilities manager, human resources manager, and finally, executive assistant to the president.

Steve holds a Bachelor of Arts degree from St. John’s Seminary College of Liberal Arts in Boston, where he graduated first in his class and with highest honors. He has received certificates in Human Resources Management from Bentley University and Paralegal Studies from Boston University, has earned the professional credentials of CTFA (Certified Trust and Financial Advisor) and AEP (Accredited Estate Planner), is a member of the Boston Estate Planning Council, and is a notary public. Outside of work, Steve is an avid sports fan, enjoys creative writing, and sings in his church choir. He resides in Ashland, Massachusetts.

Prior to joining JDJ, Matt worked at RINET Company, LLC in Boston, Massachusetts working in the Tax Department and Wealth Planning Group, assisting with tax preparation and planning.  Matt also worked at the Boston CPA firm of Parent, McLaughlin & Nangle as a Tax Department Associate.

Matt holds a Bachelor of Science Degree in Business Administration with a concentration in Accounting from Northeastern University.  He is a devoted sports fan, and closely follows the Boston Celtics in particular.  Matt is originally from New Jersey and currently resides in Brighton, Massachusetts.

Prior to joining JDJ, Eric was a bookkeeper at Unlimited Business Services where he was responsible for accounts receivable, accounts payable, account reconciliation, budget preparation and payroll processing. Eric also worked at MassMutual Financial Group where he completed maintenance requests on brokerage accounts, including money movement specifications, beneficiary designations, and suitability provisions.

Eric holds a Bachelor’s degree in Accounting from Bryant University. At Bryant, Eric played key leadership roles as a resident assistant for more than 100 students and president and captain of the Velocity Dance team.

Eric enjoys tennis, being outdoors, and boating with his family and friends. He resides in Waltham, Massachusetts.

Prior to joining JDJ, Ashley worked at Cox Communications in West Warwick, Rhode Island, where she provided administrative support to the human resources department.

She holds a Bachelor’s of Science degree in Business Administration with a concentration in Management from Bryant University. She is currently studying to earn the designation of Certified Financial Planner and is a certified QuickBooks ProAdvisor^®. Ashley resides in Quincy, MA and in her spare time she enjoys reading, doing crossword puzzles and taking spinning classes.

Mike’s professional experience began at James N. Nadeau & Co. LLP, a family-owned small public accounting firm where he gained valuable skills in individual tax preparation, annual audit, bookkeeping, and general administrative duties.

From there, Mike moved to Restivo Monacelli LLP, a larger public accounting firm located in Providence, Rhode Island, where his responsibilities as a Staff Accountant in the tax department included individual, small business and partnership returns preparation.

Mike holds a Bachelor’s degree in Business Administration in Accounting from the University of Rhode Island. He is a loyal Boston sports fan and in his spare time enjoys playing golf, reading, and spending time with family and friends. He currently resides in Brighton, Massachusetts.

Trish was an Account Executive and Production Manager at Vision Design Group for five years and an Account Manager at Benes Brand Imaging for eight years. In both those positions she worked with a broad range of clients to develop marketing campaigns, print materials, web sites, and annual reports. She also worked at the Museum of Fine Arts, Boston, and Filene’s, where she produced consumer catalogs.

Trish graduated from the College of the Holy Cross with a degree in French. She participated in Holy Cross’ Junior Year Abroad program and lived in France for a year. Trish is an avid reader and enjoys walking, cycling, and baking. She resides in Arlington, Massachusetts with her family.

Eddie, who is also fluent in Spanish, holds a Bachelor’s degree in Business from Penn State University. Eddie loves sports, particularly baseball, and is a stalwart Yankees fan in the midst of Red Sox Nation. He also enjoys movies and listening to and producing music. Eddie currently resides in Waltham, Massachusetts.

Kylie launched her accounting career at Pavo Real, Ltd. in Boston, where she was promoted to controller within a year. There, she managed a small office and was solely responsible for all financial and administrative duties for three separate corporate entities. Her responsibilities included human resources, records management, cash and credit management, accounts payable, financial reporting, sales and use tax reporting and systems management.

Kylie studied Mechanical Engineering at the University of Virginia, and received her BFA from the Massachusetts College of Art & Design. She has continued her education in Accounting at the Harvard Extension School. Kylie is currently studying to earn the designation of Certified Financial Planner and is a certified QuickBooks ProAdvisor^®. Kylie is an avid Boston sports fan and enjoys golfing, reading and painting. She lives in Somerville, Massachusetts with her husband and their bulldog.

Chris' professional experience began at Samet and Company, a local mid-size public accounting firm, where his responsibilities included annual audit, review and compilation tasks, financial reporting and bookkeeping duties, as well as tax return planning and preparation.

Chris holds a Bachelor's Degree in Business Administration in Accounting from the University of Massachusetts Amherst. A Certified Public Accountant, Chris remains current in the accounting, investment and tax areas. In his free time he is an avid sports fan and loves to travel. Chris resides in Somerville, Massachusetts with his wife.

Elana also handles household and home vendor management, relieving our clients of the burden of coordinating home maintenance and repairs, often for more than one residence. Additionally, she works with clients to develop, implement, and maintain organizational and filing strategies to manage correspondence, bank and brokerage statements, and household paperwork.

Elana began her career at Trinity Repertory Company in Providence, Rhode Island, where she supported all aspects of the marketing department. She assisted in event planning, coordinated pre-performance programs, and started a college marketing ambassador program to help make theatre a larger part of the college community.

Elana holds a Bachelor of Arts degree in Humanities with a minor in Music from Providence College. She is a member of the National Association of Professional Organizers and is currently pursuing the designation of Certified Professional Organizer. Elana sings classical music professionally, performing as a cantor in churches and as a soloist at weddings and with small orchestral ensembles. She also enjoys salsa dancing and going to concerts. Elana makes her home in Quincy, Massachusetts.