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Jennifer K

Series 65

Pittsford, NY

Two Point Capital Management, Inc.

Jennifer Kenney Zimmerli is a Series 65-credentialed advisor at Two Point Capital Management, Inc. with one year of industry experience. She has been with Two Point Capital Management since 2016. Two Point Capital Management provides discretionary investment management services to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on long-term client relationships. The firm manages approximately $310.5 million across about 100 client accounts, employing a long-term, fundamental approach to equity selection and customized fixed-income strategies based on client risk preferences.

Active portfolio management
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John M

CFA®, Series 65

Pittsford, NY

Two Point Capital Management, Inc.

John Mcgowan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Two Point Capital Management, Inc. since 2004. Two Point Capital Management, Inc. offers discretionary investment management services primarily to individuals, trusts, not-for-profit organizations, companies, and pension plans, focusing on clients with long-term investment horizons. The firm manages portfolios mainly composed of publicly traded stocks and bonds using a fundamental, long-term equity selection approach combined with tailored fixed-income strategies.

Active portfolio management
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