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Values Added

Jess DiMarco

Client Service Specialist
What do you love doing outside of work?

I love exploring new restaurants with my son, friends, and family, visiting vineyards (I’m a huge wine aficionado!), and anything involving animals and pets. I currently have one very special “foster-fail” cat named Pickles. I also enjoy playing sports, researching anything and everything that I am curious about, and unwinding with true crime and investigation TV shows.

Why did you decide to work in client services?

I chose client service because I’ve always loved people – getting to know them, empathizing, and finding common ground and supporting them. I’m a talker, but also a thoughtful listener and trusted friend, and I value every relationship I build. My greatest strength lies in building, nurturing, and sustaining those relationships over time.

I believe in surrounding yourself with a “village” of like-minded people who share values of empathy, equity, and integrity. I hope to be a role model to my teenage son by helping him learn how to connect meaningfully with people, work through challenges with empathy and integrity, and engage with the world in ways that create positive change. At the end of the day, connecting with others and helping one another is so important in this world, and I want to set that example.

What experiences do you bring to your work helping clients?

I studied Psychology and Social Work in college as a result of my own personal experience with mental health. Those special people who helped change my life over a period of decades helped shape me into the woman that I’ve become. I can empathize with those genuinely suffering from mental health issues. For years, I’ve supported groups that bring awareness to eating disorders–how to help prevent, identify, and support individuals and families who are struggling. Because we all need help sometimes, and because I strive to pay it forward like those who once motivated me.

I’ve walked alongside clients who are grieving the loss of loved ones, helping them sort through the planning and logistics of inherited assets and trusts at a time when life can feel overwhelming. In those moments, it’s not just about accounts and paperwork; it’s about listening, offering compassion, and helping them find a sense of order in the middle of chaos.

I’ve also loved using my research skills to help clients support charities and causes close to their hearts, making sure their giving reflects what matters most to them. Most importantly, I bring a positive attitude with a strong focus on communication and thoughtful guidance.

I’m passionate about…

Animal rights and advocacy. I’ve been a vegetarian since age five, when I told my parents emphatically that: “I will not eat my friends.” I love volunteering at animal shelters for neglected animals and worked as a veterinary technician for years.

Many years ago, before I became a mom, I rescued and adopted a pitbull mixbreed dog left to fend for itself on the side of a New Jersey highway. Adopting Bambi was one of the most meaningful experiences of my life. I may have rescued her, but she also rescued me. In the ten years we shared, she taught me about loyalty, trust, and unconditional love; lessons I carry with me daily.

What has been one of your most meaningful experiences working for change?

I spent many years working at nonprofit organizations in Manhattan, including as a Manager at a homeless shelter that housed men struggling with mental illness. There, I helped create groups that offered practical support and stability, including a Money Management group where clients could access their income securely, get budgeting help, and meet weekly with a volunteer financial professional for guidance.

The most rewarding project I worked on was serving as a Development and Communications Specialist for a nonprofit that ran Operation Backpack—an annual fundraiser ensuring every school-aged child living in a domestic violence or homeless shelter in NYC had the same access to brand-new school supplies as their peers. I spearheaded the annual Gala, helping raise hundreds of thousands of dollars. Then we volunteered our time to assemble and deliver them to the shelters so kids could start the school year with the same new supplies as their peers. The smiles, hugs, and excitement from the kids meant the world to me.