Caleb Jennings’ tenure with Sanderson Wealth Management began in 2005 as a continuation of his over 20-year career advising high net worth families. As Director of Client Engagement, Caleb prioritizes client relationship management and directly serves over 60 families. He is also a member of the Leadership Team and Investment Committee while playing an active role in mentoring Sanderson’s financial analysts and younger advisers.
CALEB ADVISES CLIENTS ON:
Experience and credentials.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
- Director of Performance Reporting | AMG Guaranty Trust, an investment advisory firm based in Denver, Colorado
- MBA with concentrations in Finance and Consulting | State University of New York at Buffalo
- BA in Economics | State University of New York at Albany
Personal interests.
Caleb has served on the Board of Directors for the Buffalo Audubon Society as a member and Treasurer. He also enjoys participating in the Annual Buffalo Polar Plunge, which benefits Special Olympics NY.
Caleb lives in Lancaster with his wife, Danielle, and three sons, Liam, Jack, and Kyler. They enjoy hiking together, as well as watching and playing sports.
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