Serving as an investment analyst for Argos Capital Partners, Jessica analyzes, reports and presents investment performance and opportunities to Argos’ client families. Based on the specific and individualized needs of each Argos Partners’ family, Jessica tracks a variety of unique investment opportunities, prepares clients’ investment subscription documents, processes trade confirmations, produces financial reports and maintains compliance with SEC regulations.
Working directly with the Argos team, Jessica creates client meeting presentations to efficiently share results and opportunities so that Argos families can make the smartest decisions.
Prior to joining Argos, Jessica was a financial services assistant at Enterprise Bank and a client service manager at Moneta Group. Jessica received her B.S. in Accounting and Finance at St. Louis University.
As an avid equestrian for most of her life, Jessica loves spending time with horses, often traveling to competitions. She also enjoys working in her vegetable garden, canning and spending time with her husband while being outside every chance they can.