Jessica Coakley Earns Chartered Advisor in Philanthropy® (CAP®) Designation
Hemenway & Barnes Philanthropic Advisor, Jessica Coakley, has earned the Chartered Advisor in Philanthropy® (CAP®) designation.
The CAP® designation, administered through The American College of Financial Services, demonstrates that the advisor has the knowledge and tools to help clients articulate and advance their highest aspirations for self, family, and society.
Jesse works with individual, foundation, and family clients on a range of issue areas, including social services, health, education, youth development, and disaster/emergency grantmaking. As a Chartered Advisor in Philanthropy® and a 21/64 Certified Advisor, Jessica specializes in guiding clients to thoughtfully integrate charitable giving into their broader financial, estate, and legacy plans. Jesse is a member of the Philanthropy MA Program Committee and is active in The Philanthropy Connection. She is the lead advisor to the Campbell & Hall Charity Fund and the Jack Satter Foundation, in addition to her work with other philanthropic advisory clients. She can be reached at jcoakley@hembar.com.
About The American College of Financial Services
Founded nearly a century ago, The American College of Financial Services is the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College delivers leading certificate, designation, continuing education, and graduate degree programs. Their portfolio of applied financial knowledge also includes innovative consumer financial education programs, and their faculty represents some of the foremost thought leaders in the financial services industry. Learn more
Jessica W. Coakley
Jessica Coakley works with individuals, families, charitable trusts and foundations to provide a range of philanthropic and client services.