Jessica keeps her clients roundly briefed and up to date as an operations associate, guiding, advising, and confiding on private and institutional investments. Hardly a day goes by that she’s not in contact with her people about a new bellweather or sidestep, and the result over time is trust and portfolio success.

Daily market surveillance and scrutiny kept her tight with clients at her previous roost, Cantella & Co. Inc, a national broker/dealer, where she served as senior operations analyst. She doubled as teacher and trainer there, initiating company inductees into the investment field and easing their transition to the folkways of the firm. Now at TwinFocus, Jessica’s daily care of clients spans the whole investment gamut, not excluding money transactions, retirement planning, and trade support.

Jessica earned her Bachelors degree in Business Administration at the University of Texas at Dallas, concentrating in finance and marketing, and while there put her classroom lessons into daily practice as vice president of finance for the Kappa Alpha Theta fraternity. As a Boston resident, Jessica’s yet another of our North Enders (irresistible historic enclave!), and she repays her community by serving as a member of the Junior League. Gastronomy, foot racing, and the wider horizons of travel keep her free time as energetic and fast-spinning as a typical day at the office.