RELATIONSHIP MANAGEMENT TEAM
Jessica R. Sherburne, AWMA®
Chief Compliance Officer, Relationship Manager
Jessica joined our team in 2022 with over 25-years of financial service experience. Jessica is responsible for working alongside clients to develop their personal financial plans, communicate their financial plans and achieve their financial goals as prudently as possible. Prior to joining Triangle, she was the Managing Partner of JS Brand Consulting, a marketing and branding consulting firm. She has also held the role of Head of Operations and Chief Marketing Officer for Hatteras Funds, and Head of Marketing for First Eagle Funds.
In Her Own Words:
“I am driven to help families plan ahead, to be aware of their financial picture, and how small changes can lead to acheiving long-term financial success. It is gratifying to serve and watch families grow as we help them plan for and enjoy life.”
Past Experience:
Head of Operations, Chief of Marketing, Hatteras Funds
Head of Marketing and Performance Analytics, First Eagle Funds
Product Manager, Oppenheimer Funds
Credentials/Certifications:
Accredited Wealth Management Advisor, College of Financial Planning
University of Massachusetts, M.B.A.
Trinity College, B.S., Math and Physics