Jena Glownia

Family Office Specialist

My clients appreciate that I care.

For nearly 10 years, Jena has worked in various areas of the financial services industry. At Oyster, Jena’s responsibilities have expanded to provide support for a small family office within the Private Clients Group. Jena manages her client’s personal & business affairs, as well as complex trusts and company structures. Prior to joining Oyster, she worked in the Trust Department at M&T Bank, with a focus on operational compliance. In this role, she was responsible for the daily reconciliation of various trust accounts, budgeting, and occasionally auditing the trust department’s inventory.


  • Interacts daily with a worldwide network of financial consultants, advisors, estate/tax lawyers, accountants, and trustees on behalf of family offices
  • Maintains accurate records of investments as well as the movement of funds through various brokerage accounts
  • Prepares financial statements for multiple entities
  • Processes and pays all client bills
  • Provides monthly spending analysis reports along with budgets and forecasts
  • Collects and maintains documents for tax preparation
  • Assists with booking travel arrangements
  • Processes payroll for multiple entities
  • Keeps minutes and maintains accurate books and records for all family meetings
  • Prepares annual 1099s
  • Maintains donation correspondence for tax purposes
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook
  • Proven skill set in Quicken & QuickBooks

Career Highlights

  • Compliance Assistant, M&T Bank
  • Trust Transaction Clerk II, M&T Bank
  • Loan/Collateral Specialist Intern, CoBank
  • Fundraiser/Events Coordinator, Buffalo Sabres Alumni Association