Jessica joined Evans and Partners in 2012 and is responsible for the portfolio management and strategic direction for high-net-worth clients including family offices, not-for-profit organisations and private foundations. Jess has 18 years’ experience in the financial services industry (commencing with JBWere) including global markets experience in both London and with a multi-family office on secondment in New York. Jess also completed a year as an observer on the FareShare board through The Observership Program 2020.
Jess has a Bachelor of Business Management (RMIT), a Masters in Applied Finance (Kaplan) and holds her Level 1 CAIA (Chartered Alternative Investment Analyst) accreditation obtained in New York. Jess completed the FASEA Financial Adviser Exam in August 2020.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
