Overview
In her Portfolio Manager role, Jessica works with clients in positioning portfolios to reflect their goals and risk tolerance. Jessica finds great satisfaction in helping clients gain a full understanding and increased confidence regarding their investments and estate plans.
Jessica spent 12 years fundraising for Boston-based charities including Community Servings and the Emerald Necklace Conservancy. Jessica also worked at NorthStar Asset Management, where she was responsible for client services and operations.
Jessica holds a Bachelor of Arts in History from the University of Vermont. She lives in Jamaica Plain with her husband and dog, a Jack Russell Terrier named Lacey. She served on the board of trustees at the Eliot School.