Certified Public Accountant (CPA)
Certificate in Investment Performance Measurement (CIPM)
Member of the Oregon Society of Certified Public accountants (OSCPA)
Member of the American Institute of CPA’s (AICPA)
Member of the CIPM Association
Bachelor of Science degree in Business-Chemistry from Southern Oregon University
Holds a second Bachelor of Science degree in Business Administration-Accounting
As a partner, Jessica is responsible for oversight and development of the firm’s SOC1 examinations, as well as internal audit outsourcing services. She works closely with Ashland Partners’ team of professionals to ensure the firm’s clients receive exceptional service. By providing these services with a focus on advisors in the investment industry, Ashland Partners has developed a unique perspective of the operational challenges and best practices of firms ranging in size from under $1 billion to over $350 billion in assets under management.
Since joining the firm in 2000, Jessica has worked with over 200 different investment managers overseeing GIPS® verification and performance related projects, both domestically and internationally, before directing her focus to operational control work. Jessica has written articles for Ashland’s online blog and has spoken at Ashland sponsored conferences and webinars. She is also the partner in charge of quality control and training for the firm.