At Callan Family Office, Jessica serves as a Senior Investment Associate, supporting the firm’s investment strategy and portfolio management efforts for ultra-high-net-worth clients. She works closely with senior investment professionals to oversee the ongoing management of client portfolios, including asset allocation analysis, performance monitoring, and portfolio rebalancing ensuring clients remain aligned with their long-term objectives.

Before joining Callan Family Office, Jessica was a Senior Treasury Analyst at Hilltop Holdings, a financial services holding company based in Dallas. In this role, she supported the management of a $2 billion investment portfolio, focusing on liquidity management, fixed income analysis, and risk assessment.

Jessica holds a Bachelor of Business Administration degree in Finance from The University of Texas at Austin. Jessica also holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of South Florida.