Jesica brings over 17 years of experience to her role, with a comprehensive background in client service, operations, and detailed portfolio administration and trading. She began her career while earning her BBA, quickly recognizing the power of helping clients achieve their financial goals. With a keen eye for detail, Jesica’s true calling lies in portfolio management, where she masterfully transforms a vast amount of data into precise and effective trading strategies. This native Houstonian is known for her disciplined approach, always keeping the entire trade lifecycle in mind to provide excellent, personalized service. Outside of the office, she enjoys traveling, being outdoors, and spending time with her husband and two dogs.
