NEW YORK, June 8, 2012 /PRNewswire/ -- Jessica, a tax lawyer and M.B.A., will advise clients on wealth management matters, co-chair the investment committee, and lead the New York office. For the past 18 years she has worked as a private investor and consultant to an ultra high net worth family. As an investor, her experience includes long/short equity funds, long-only managed accounts, venture capital, and commercial real estate. As an active angel investor, she provides angel investing instruction as a member of Golden Seeds. She has also been responsible for a wide variety of estate planning and tax matters. Earlier in her career, she practiced corporate law in New York with Satterleee Stephens Burke & Burke.
"We are delighted to be joined by Jessica, a seasoned investor and family office professional. She brings vast experience and proven expertise to our New York clients and Ariel's management team," said Kevin M. Gibney, CEO of Ariel Wealth Advisors.
An engaged philanthropist, Jessica serves on the board of trustees of the University of Utah College of Law, and has been active with the Central Park Conservancy working on membership efforts and bench endowment for the Women's Committee. She also assists the Marymount School with its Annual Fund and evaluates student business plans for her alma mater, Columbia Business School. Jessica is particularly passionate about educating women on money matters and has been a volunteer teacher of personal financial literacy in the New York City public schools.
"I am enthusiastic to begin leading the New York office," Jessica said. "It is rare to find an opportunity to work in a firm where everyone shares the same values: client focus, integrity, diligence, and mutual respect. Moreover, Ariel provides clients with hands-on senior level experience and thoughtful, impartial financial education while being nimble enough to execute and monitor planning in an efficient manner."
Jessica received an LL.M. in Taxation with a concentration in Estate Planning from New York University Law School and holds an M.B.A. from Columbia University where she graduated Beta Gamma Sigma. She received her J.D. from the University of Utah College of Law. She is admitted to practice law in New York.
Ariel Wealth Advisors provides comprehensive, independent, and transparent family office solutions that focus on unique financial needs and aspirations. Ariel Wealth can help grow and protect wealth, manage tax burdens, generate an ample stream of income, and preserve a family legacy. Ariel Wealth is sensitive to the responsibilities of financial stewardship and works hard to engender greater peace of mind for clients.
For more information, contact: Ariel Wealth Advisors, (646) 578-8866, [email protected]
SOURCE Ariel Wealth Advisors, LLC