Jessica is a Portfolio Investment Analyst at Crusonia Wealth Advisors, where she is a member of the investment research team. Her responsibilities include strategic asset allocation, model portfolio development, manager due diligence and selection, and client portfolio analysis. She also contributes to investment research efforts at Michaud Capital Management LLC (“MCM”).
Prior to joining Crusonia Wealth Advisors and MCM, Jessica spent four years as a Research Analyst in Morgan Stanley’s Wealth Management division, where she conducted fund manager due diligence, evaluated performance, and provided investment recommendations for institutional clients.
Jessica holds a Bachelor of Arts in Economics, with a minor in Finance, from the University of Colorado Denver. Originally from New Jersey, she now calls Denver home, where she enjoys cooking, hiking, and pottery in her free time.
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