Client Advisory

Biography

Jessica is a Partner in the New York office and has over ten years of experience in delivering investment and wealth management services to ultra-high-net-worth individuals, families, and foundations. In this role, she has worked with both domestic and international clients. She is a member of the firm’s Investment Advisory Practice. She serves as a member of both the Investment Committee and the Asset Allocation Sub-Committee.

Prior to joining Cerity Partners, Jessica was an Associate in the Investment Advisory group of Deutsche Bank Asset & Wealth Management in New York.

Education

  • BBA with a concentration in finance from the Ross School of Business at the University of Michigan

Highlights

  • CFA® charterholder
  • Member of the CFA Institute
  • Member of the New York Society of Security Analysts

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