Jessica joined Argos Capital Partners in 2018 and is currently Manager, Investment Management. In her role, Jessica manages an investment team and has direct client responsibilities including producing performance information, preparing, and participating in quarterly presentations for our client families; helping manage broker / custodian relationships, and processing trade confirmations for client portfolios.

Jessica enjoys working with our multi-generational families. They are all at different stages in life and each generation has different needs. Getting to know them and helping them reach their goals is something Jessica finds interesting. No two days are the same and there are always opportunities for Jessica to learn and grow. In addition, Jessica enjoys working with her fellow team members.

Prior to joining Argos Capital Partners, Jessica was a financial services assistant at Enterprise Bank & Trust and a client service manager at Moneta.