Jess works closely with James Blosse-Lynch and David Parsons, managing discretionary multi-asset investment portfolios for a variety of private clients, trusts, charities, and pensions.  She joined Rathbones in 2023, having previously worked as a financial planner and portfolio manager at Saunderson House.Jess is a Chartered Wealth Manager (CISI), a Chartered Financial Planner (APFS), and holds the CFA Diploma in Investment Management (ESG). She graduated in 2014 with a BA (Hons) degree in Economics and Politics (2:1) from the University of Sheffield.