- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
In her role as Portfolio Advisor, Jessica develops, constructs, and maintains investment portfolios customized to meet the unique goals of each of her high net worth clients. She approaches the asset allocation process through Northern Trust's Goals Driven Wealth Management holistic planning approach as well as a traditional risk-based framework. Additionally, Jessica is an instructor of "The Essentials," Northern Trust's financial literacy program.
Experience
Prior to joining Northern Trust in 2019, Jessica worked as a Lead Financial Analyst at NEM Advisors, Public Finance Analyst at Loop Capital Markets, and Quant Methods of Economics Teaching Assistant at Lake Forest College.
Community Involvement
Jessica has served her community through her involvement with the Lake Forest Country Day School Auction, she served as a Catechist at St. Mary Church of Lake Forest, and currently coaches soccer for AYSO U6 team.
Joined Northern Trust
2019
Education
Double major in Economics and Political Science, Lake Forest College
Lake Forest
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265 East Deerpath
Lake Forest, Illinois 60045