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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 four years of industry experience. He has been with Two Point Capital Management, Inc. since 2004. Two Point Capital Management provides discretionary portfolio management for individuals, trusts, not-for-profits, companies, and pension plans, generally requiring an initial relationship of $1 million or more. The firm manages publicly traded equities and fixed-income securities for approximately 100 clients and oversees about $304 million in assets, using a long-term fundamental equity selection and client-specific asset allocation approach.

Active portfolio management
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