Jessica joined Evans and Partners in 2012 and is responsible for the portfolio management and strategic direction for high-net-worth clients, not-for-profit organisations and foundations. Jess has 18 years’ experience in the financial services industry including global markets experience in both London and with a multi-family office secondment in New York. Jess also completed a year on the FareShare Board as part of The Observership Program 2020 and serves as President of a local childcare in her community.

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 and is a Responsible Investment Association of Australasia (RIAA) certified financial adviser.

Expertise
  • Sustainable Investing
  • High-Net-Worth Investing
  • Not-For-Profit Advice