Jen started at Federal Street Advisors in 2004 and serves as Director of Foundation Services. Her primary role is to provide assistance, support and service to foundation, non-profit clients and individual clients interested in philanthropy.

Jen Murtie started at Federal Street Advisors in 2004 and serves as Director of Foundation Services. Her primary role is to provide assistance, support and service to foundation, non-profit clients and individual clients interested in philanthropy. In this capacity, she partners with clients on specific projects, such as conferences, in which they want to connect their investment strategies with their ongoing program initiatives. Prior to joining Federal Street, Jen spent six years working at The Moriah Fund in Washington DC. She served as the foundation’s Administrative Director, where she oversaw the day to day operations of the organization as well as worked with the program staff on grantmaking initiatives. In the fall of 2007 Jen took a six week paid sabbatical from Federal Street Advisors to work on a clean water project in Ghana. She is also the winner of the 2007 Silverman Business Plan Competition with her business proposal to create an ecotourism consulting company focused on economic development in Africa. Her past personal and work experience gives Jen the ability to understand the unique needs of foundations and their goals of aligning their investment decisions with their mission, as well as individuals’ desires to be strategic with their philanthropy. Jen received her BA in sociology and international relations from Houghton College and obtained her MBA from the Simmons School of Management. She serves on the Advisory Council of The Haiti Fund, is part of the Professional Advisors Network for The Boston Foundation and helps lead the YAO Boston Chapter for Opportunity International.

Richard Tardiff, a Principal and the firm's Head of Financial Planning, joined the firm in 2002. Richard is a tax attorney with 16 years of experience practicing tax law in the Boston area, many of those years serving the tax needs of several large investment advisory firms.

Richard Tardiff, a Principal and the firm's Head of Financial Planning, joined the firm in 2002. Richard is a tax attorney with 16 years of experience practicing tax law in the Boston area, many of those years serving the tax needs of several large investment advisory firms. His past experience gives Richard a unique perspective and the ability to provide clients with advice and expertise in a variety of investment and planning areas. Most recently, he spent eight years with Hale and Dorr, LLP, where he was a senior partner. Prior to that, he was an associate with Gaston & Snow. Richard received his BA in Economics from Williams College and is a graduate of the Yale Law School. He received a diploma from Boston University's Program for Financial Planners and is a CFP professional. Richard attends Investment Committee meetings in his capacity as the firm's Chief Compliance Officer.

John joined Federal Street in 2009, bringing 17 years of financial planning experience to the firm. As an attorney, he has a thorough understanding of complex tax implications and has substantial experience representing clients before the Internal Revenue Service and state taxing authorities.

John joined Federal Street in 2009, bringing 17 years of financial planning experience to the firm. As an attorney, he has a thorough understanding of complex tax implications and has substantial experience representing clients before the Internal Revenue Service and state taxing authorities. Before joining Federal Street, John served as the Director of Financial Planning at LongVue Advisors for 7 years. Prior to his work at LongVue, John was a supervising attorney in the financial planning department of a leading accounting firm in Boston for 4 years, where he designed custom financial plans and oversaw the preparation of income tax returns. Prior to his time there, he gained additional experience in custom and complex financial planning as a staff attorney at G.W. & Wade, Inc., in Wellesley, Mass. John is an instructor with Boston University’s Center for Professional Education, where he teaches Tax Planning in their Financial Planning Certificate program. John earned his J.D. and LL.M degrees at the Boston University School of Law and a bachelor's degree in economics at the University of Michigan. He is a Certified Financial Planner, and has successfully completed the Series 7, Series 63 and Series 66 securities examinations.