About Jesse
Jesse joined Focus Partners Wealth in 2026, following nearly two decades at Kovitz, where he had worked since 2012. At Kovitz, Jesse oversaw portfolio management, trading, research, and analysis related to the firm’s fixed-income strategies. Prior to that, Jesse worked with high net worth clients and corporate executives at The Ayco Company, L.P., a Goldman Sachs Company.
Education and Professional Milestones
-University of Illinois at Urbana-Champaign – bachelor’s degree in finance, graduated with honors
-Member of the CFA Society of Chicago
Jesse joined Focus Partners Wealth in 2026, following nearly two decades at Kovitz, where he had worked since 2012. At Kovitz, Jesse oversaw portfolio management, trading, research, and analysis related to the firm’s fixed-income strategies. Prior to that, Jesse worked with high net worth clients and corporate executives at The Ayco Company, L.P., a Goldman Sachs Company.
Education and Professional Milestones
-University of Illinois at Urbana-Champaign – bachelor’s degree in finance, graduated with honors
-Member of the CFA Society of Chicago