Welcome to Pathstone.
775+* team members.
Specialized expertise.
$170B+ in aggregate assets.**

CHOOSE THE SITE EXPERIENCE MOST RELEVANT TO YOU:

Individuals & Families

An individual or family navigating the complexity of significant, multigenerational wealth and seeking a trusted partner for stewardship, strategy, and legacy.

Family Offices

A privately held company managing the financial, legal, and personal affairs of a wealthy family.

Institutions

A mission-driven foundation, endowment, or organization seeking strategic financial oversight, governance support, and long term impact.

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. 

GROUPS

Advisory Operations

Reporting


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