Meet your financial specialists.
For more than 20 years, Jessica has been passionate about providing an exceptional client experience to individuals, families, and institutions. And as Chief Operating Officer, this passion guides her day-to-day work managing the firm’s technology, compliance, human resource, and finance teams.
In all aspects of her work, she brings a people-first mindset to the process, recognizing that a great client experience is made possible by an empowered advisory team. Accordingly, her core focus as COO is ensuring that all team members — from newly-hired associates to partners of the firm — have the tools, time, and support they need to excel in their roles.
An accomplished global investment executive, Jessica has a proven record of helping people and organizations reach strategic goals. Before joining SWP, she led client relationships at State Street Global Advisors and held leadership positions at Janus Capital Group and WHV Investment Management. Most recently, Jessica served as Chief of Staff, Delegated Investment Solutions at Willis Towers Watson, where she was instrumental in developing new and innovative ways to better serve clients.
She holds a BA in History and Political Science from the University of Oregon and earned her MBA from Babson College in Wellesley, Massachusetts. Outside of the office, Jessica is an avid reader who enjoys traveling, art, college football, and spending time with her husband and two teenage children.
MBA, Babson College
BA in History and Political Science, University of Oregon