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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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.