Sign In

Jennie Sowers

Partner at KORE Private Wealth

Jennie Sowers, CFP® is a financial advisor with extensive experience in wealth management, particularly for high-profile clients in the entertainment industry.2 She is currently a Partner and Wealth Advisor at Corient in New York City, overseeing $1.26 billion in assets.24

Sowers has been working in the financial industry for 25 years.1 Her career history includes:

  • Partner at KORE Private Wealth (2018-2023)13
  • Advisor at Merrill Lynch Pierce Fenner & Smith Incorporated (2009-2018)1
  • Advisor at UBS Financial Services (1998-2009)1

Sowers is known for her ability to make connections among people, information, and ideas.4 She has passed the Series 63 and Series 66 examinations and is registered to provide investment advice in New York and Texas.1

Her expertise in working with entertainment industry clients has led to unique work scenarios, such as conducting business from client hotel suites during film promotions.2 Sowers emphasizes flexibility in her business model to accommodate the needs of her high-profile clientele.2

Highlights

Oct 18 · barrons.com
Jennie Sowers on What It Takes to Be a Financial Advisor to the Stars
Jennie Sowers on What It Takes to Be a Financial Advisor to the Stars
Aug 18 · theorg.com
Cfp® Jennie Sowers - Partner at KORE Private Wealth - The Org
Cfp® Jennie Sowers - Partner at KORE Private Wealth - The Org
Dec 12 · indyfin.com
Jennie Sowers - Indyfin
Apr 4 · Business Wire
CAIS Announces Members of CAIS Advisory Council - Business Wire
Apr 4 · Business Wire
CAIS Announces Members of CAIS Advisory Council - Business Wire
CAIS Announces Members of CAIS Advisory Council - Business Wire
Jennie Sowers - Milken Institute

Related Questions

What makes Jennie Sowers' approach to financial advising unique?
How does Jennie Sowers handle the challenges of working with high-profile clients?
What are some notable achievements of Jennie Sowers in her career?
How has Jennie Sowers' role evolved over the years at Corient and KORE Private Wealth?
What specific services does Jennie Sowers offer to her clients?
Jennie Sowers
Jennie Sowers, photo 1
Jennie Sowers, photo 2
Add to my network

Location

Greater New York City Area