Jackie joined HB Wealth in January 2025 after working with WMS Partners since June 2010. She oversees the daily process of reconciliation of all managed investment accounts, and performance data in the Operations group. She also manages the preparation of quarterly reporting and analysis, in addition to serving as a liaison between the Director of Reporting and Advisory on special matters.
Jackie has over 30 years of experience in the financial services industry. Prior to HB Wealth, she held various leadership roles at major financial institutions such as T. Rowe Price, Alex.Brown & Sons, Deutsche Bank, Lincoln Financial, and LaSalle Investments.
Jackie graduated from the University of Maryland Baltimore County (UMBC) with a bachelor’s degree in Economics and a concentration in Accounting.
In her spare time, she enjoys traveling, performing arts, and family time.