As administrative assistant at Gray Equity Management, LLC, Jessica plays a key role in supporting our wealth management professionals. She conducts research into client requests, manages the timely transfer of critical information and documentation, and provides other services for clients.
Jessica is an important part of Gray Equity Management’s “The Power of 3SM” approach to serving our wealth management clients. We bring the client, accountant and financial planner together as an efficient team for comprehensive financial services.
Prior to joining Gray Equity Management, Jessica was a personal tax assistant with U.S. Trust, and an administrator with Arbella Insurance Group.