Jessica Nowicki

Associate Director

    Jessica Nowicki is an Associate Director based out of Pathstone’s Philadelphia metro area office. She is a leader in the Reporting and Data Management Team providing customized reporting and client-facing data interaction. Jessica has roles as business analyst, quality assurance, and development. Partnering with wealth management teams, Jessica supports the creation of timely and accurate reporting and the development of interactive financial technology.

    Before joining Pathstone, Jessica began her career at Veritable, LP as an Assistant Portfolio Manager and later transitioned to head of After-Tax Reporting where she led the development of the new quarterly reporting platform. Her position expanded into a development and quality assurance role for a completely customized client interface.  

    Jessica earned her Bachelor of Business Administration with a concentration in Finance and Computer Information Systems from the University of Michigan. 

    Group

    Advisory Operations

    - Reporting

    Office

    Philadelphia Metro Area

    Contact & Locations

    Jessica Nowicki is an Associate Director based out of Pathstone’s Philadelphia metro area office. She is a leader in the Reporting and Data Management Team providing customized reporting and client-facing data interaction. Jessica has roles as business analyst, quality assurance, and development. Partnering with wealth management teams, Jessica supports the creation of timely and accurate reporting and the development of interactive financial technology.

    Before joining Pathstone, Jessica began her career at Veritable, LP as an Assistant Portfolio Manager and later transitioned to head of After-Tax Reporting where she led the development of the new quarterly reporting platform. Her position expanded into a development and quality assurance role for a completely customized client interface.  

    Jessica earned her Bachelor of Business Administration with a concentration in Finance and Computer Information Systems from the University of Michigan. 

    Offices

    Scottsdale, AZ

    Contact & Locations

    Los Angeles, CA

    Contact & Locations

    Lakewood, CO

    Contact & Locations

    Alexandria, VA

    Contact & Locations

    Maryland

    Contact & Locations

    Naples, FL

    Contact & Locations
    Street view of Winter Park Florida Pathstone Office

    Winter Park, FL

    Contact & Locations

    Atlanta, GA

    Contact & Locations

    Boston, MA

    Contact & Locations

    Englewood, NJ

    Contact & Locations
    Aerial view of New York City

    New York, NY

    Contact & Locations

    Providence, RI

    Contact & Locations

    Austin, TX

    Contact & Locations

    Bellevue, WA

    Contact & Locations

    Seattle, WA

    Contact & Locations