Financial Advisors

Jennifer Wertheim is a tax consultant based in Phoenix, AZ.

CAPTRUST welcomed Jennifer in 2021, and she currently serves as a director of tax in the firm’s National Tax Services Group. In this role, she works closely with clients and their financial advisors to provide holistic and comprehensive tax services as part of their overall wealth management team. She is a certified public accountant in the state of Arizona, where she has spent her career serving clients and helping them with their income tax compliance and consulting needs.

Jennifer joined CAPTRUST from PricewaterhouseCoopers, LLP, where she was a tax director in their Trust Solutions practice. In her role there, she served a variety of clients ranging from high-net-worth individuals and their privately held businesses to publicly traded corporations, private foundations, and public charities. She holds a Master of Taxation degree, Bachelor of Science degree in accountancy, and a Bachelor of Science degree in finance from the WP Carey School of Business at Arizona State University. She is also a graduate of Barrett, the Honors College at Arizona State University, and she has worked in the industry since 2008.

Outside of work, Jennifer enjoys spending time with her son, husband, and extended family; drinking coffee; and soaking up the Arizona sunshine.