Jessica is a Senior Investment Advisor at the firm. In her role, she assists with all aspects of clients’ investments. From working closely with clients to develop a comprehensive investment strategy to the ongoing management of portfolios, she thinks deeply about how she can best help clients achieve their financial goals.

Prior to joining the firm, Jessica worked as an equity analyst at SDK Capital. In that role, she worked closely with the lead portfolio manager on the management of a long-short equity fund, evaluating company fundamentals, determining fair value of stocks, and making investment recommendations. Before SDK, Jessica trained with the Olympic Development team ZAP Fitness, ultimately competing in the 2012 Olympic Marathon Trials. She earned her B.A. in Economics from Colby College where she graduated with honors, and is a three-time NCAA All-American in Cross-Country and Track & Field. Jessica is a CFA Charterholder.

Jessica lives in Concord, MA, with her husband, Stephen, and her two children. In her free time, you’ll find her running or fixing up her farmhouse in Concord.