Jessie Hale
Senior Vice President and Senior Portfolio Advisor at Northern Trust Corporation
- Role
- Senior Portfolio Advisor at Northern Trust
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Jessie Hale
Responsible for the development and implementation of integrated wealth management solutions and asset allocation services for high-net-worth individuals and families, foundations, and trusts. As a Certified Divorce Financial Analyst, she specializes in working with individuals traversing the financial complications of divorce. Her objective is to understand each client - their lifestyle, family, assets and goals – and to deliver an investment program that is entirely unique to them.
Experience
Senior Portfolio Advisor
Sep 2018 — Present · Pasadena, CA, US
Manages investment portfolios for personal trust, investment agency, foundations and individual retirement accounts. Actively analyzes economic conditions, and investment markets to assist clients in establishing and maintaining customized investment strategies structured to have the highest probability of meeting client goals.
Education
University of California, Los Angeles
Certificate in Personal Financial Planning, Earned with Distinction
2017 — 2018
Capella University
Bachelor of Science - BS
University of California, Berkeley
Economics
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