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.

Prior to 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 as a senior audit manager at KPMG, where 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. A Certified Public Accountant, Doreen remains current 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. Doreen 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.

Before co-founding JDJ Resources, Julie was the executive personal assistant to the Chairman of AEGIS (formerly the founder and chairman of Aldrich Eastman Waltch [AEW]). In this role, she was responsible for managing all of the chairman’s business activities as well as many aspects of his personal family business. Julie was also in charge of managing The Research Council on Global Investment of The Conference Board. She handled all aspects of the Council, from planning meetings to coordinating speakers to overseeing and managing the group's travel, including a trip to Japan in 1999.

Prior to joining AEGIS, Julie worked with the CEO at the Monitor Company, where she implemented and maintained his day-to-day meeting schedule and coordinated all foreign and domestic travel. Julie began her career at AEW, where she was the executive personal assistant to the founder and chairman.

Julie holds a Bachelor of Arts degree from DuBois Business College in Pennsylvania, and she recently became an Affiliate Member of the National Association of Geriatric Care Managers. A notary public and resident of Andover, Massachusetts, Julie is a member of the Board of Trustees of The Andover Condominium Associates, serving as its Chairperson since 1994. Julie loves to travel, take cooking classes, attend the theatre and dabble in photography.

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 member of the Financial Planners Association, American Association of Daily Money Managers, Boston Estate Planning Council and is also a notary public. Jamie is an avid Boston sports fan, enjoys spending time with family and coaching youth lacrosse. He and his family live in Natick, Massachusetts.

As part of his impressive background, Steve worked for a European family of significant wealth, assuming several roles as the US extension of their UK-based family office. Steve was responsible for managing household staff for multiple US residences, overseeing and reporting on multimillion-dollar personal and trust accounts, and coordinating substantial home purchases and renovations. Steve also served as the family’s US representative to multiple professionals around the world and as executive director and 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. In August 2003, Steve merged his business with JDJ Resources.

Steve’s managerial experience includes positions as facilities manager and human resource manager with the Boston-based Peabody Office Furniture. There, he had the great honor of becoming the youngest, non-family member to ever sit on the privately held company’s executive committee.

Steve holds a Bachelor of Arts degree with a double major in Philosophy and Romance Languages from St. John’s Seminary College of Liberal Arts in Boston, from which he graduated summa cum laude. He has also received certificates in Human Resources Management from Bentley College and Paralegal Studies from Boston University. In 2008, Steve was awarded the Certified Trust and Financial Advisor (CTFA) designation by the Institute of Certified Bankers, an arm of the American Bankers Association. He is also a notary public and a member of the Boston Estate Planning Council. Steve is an avid sports fan and also enjoys singing in his church choir. He makes his home in Ashland, Massachusetts.

Elizabeth draws on her experience in the hospitality industry, most recently as marketing coordinator at The Charles Hotel, a world-renowned, first-class hotel located in Harvard Square, Cambridge, Massachusetts. Promoted within a year, Elizabeth oversaw marketing and strategy development for the hotel. In addition, she was responsible for VIP amenities, an important role in which she met the demands of the hotel’s most valuable customers. Elizabeth has taken the knowledge she gained working with the affluent guests of The Charles Hotel and uses it to provide superior service to JDJ’s clients.

Elizabeth holds a Bachelor of Arts degree in Business Marketing from The Catholic University of America in Washington, D.C. A diehard Red Sox fan, Elizabeth also enjoys traveling and spending time with her family and friends. Elizabeth and her family reside in Winchester, Massachusetts.

Prior to joining JDJ Resources, Brooke worked at RA Capital Management in Boston, Massachusetts where she provided administrative support to the analysts and Portfolio Manager. Brooke also spent some time working for OneVision Resources in Boston, Massachusetts where she assisted with technology support.

Brooke holds a Bachelor of Science degree in Criminal Justice from Johnson & Wales University in Providence, Rhode Island. She resides in Easton, Massachusetts where she enjoys spending her spare time with family and friends.

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 taking graduate courses in Accounting at Boston University and is a certified QuickBooks ProAdvisor®. Ashley resides in Johnston, Rhode Island with her dog Maggie, and her cat Honey. In her spare time she enjoys reading, doing crossword puzzles and taking spinning classes.

Julie’s focused accounts payable and bookkeeping experience includes working at several Massachusetts based companies: Genome Therapeutics in Waltham, where she performed all aspects of the accounts payable function for the organization; PA Consulting in Cambridge and Crabtree and Evelyn in Waltham.

Julie holds a Secretarial Certificate from Katherine Gibbs School in Boston and an Associates Degree in Business Administration from Bentley College in Waltham. She volunteers a great deal of her free time to the American Cancer Society’s “Relay for Life.” Julie is also an avid reader and loves scrapbooking. She lives in Watertown, Massachusetts.

Patti brings numerous years of administrative and management experience to JDJ. She previously worked at TechQuest Capital/Vitol Gas and Electric, where she was office manager and served as the executive assistant to the president of the company. There she planned parties, coordinated trade shows and scheduled travel. Patti was also reservations manager at the Boston Harbor Hotel, helping them maintain their Five Star/Five Diamond procedures.

Patti holds a Bachelor of Science degree from Johnson and Wales University in Providence, Rhode Island. Patti and her family are avid Boston sports fans and reside in Hanover, 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 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's 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 and is currently pursuing his license to become a Certified Public Accountant. Chris is a certified QuickBooks ProAdvisor®. In his free time he is an avid sports fan and loves to travel. Chris resides in Brighton, Massachusetts with his wife.

Elana’s concierge and administrative background began at Trinity Repertory Company in Providence, Rhode Island, where she supported all aspects of the marketing department. She assisted in event planning, coordinated special, 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 has been singing classical music professionally since college; cantoring in churches, singing at weddings and performing as a soloist with small orchestral ensembles throughout New England. Elana lives in Waltham, Massachusetts and also enjoys going to concerts and salsa dancing.