Jessica Reuss
CFA, CFP®
Managing Director
- Shareholder
Jessica Reuss is a Managing Director at Pathstone. She provides investment advice and advanced planning to individual and institutional clients. Jessica specializes in conducting deep analytical reviews of investor portfolios, identifying weaknesses and communicating strategies to help enhance investor return. She coordinates the extensive planning, operational and portfolio management resources for the Winter Park office.
Jessica earned her Masters of Accounting and Information Systems from the University of Kansas in Lawrence Kansas and a BS in Business Administration and Accounting from the University of Kansas. She is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation. Jessica is a board member of the Children’s Home Society and is involved with the Orlando Orthopaedic Center Foundation. Originally from Nebraska, Jessica currently resides in Winter Park, Florida with her husband and twin son and daughter.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked.
Group
Certification
Office
Jessica Reuss is a Managing Director at Pathstone. She provides investment advice and advanced planning to individual and institutional clients. Jessica specializes in conducting deep analytical reviews of investor portfolios, identifying weaknesses and communicating strategies to help enhance investor return. She coordinates the extensive planning, operational and portfolio management resources for the Winter Park office.
Jessica earned her Masters of Accounting and Information Systems from the University of Kansas in Lawrence Kansas and a BS in Business Administration and Accounting from the University of Kansas. She is a Certified Financial Planner™ (CFP®) and holds the Chartered Financial Analyst (CFA) designation. Jessica is a board member of the Children’s Home Society and is involved with the Orlando Orthopaedic Center Foundation. Originally from Nebraska, Jessica currently resides in Winter Park, Florida with her husband and twin son and daughter.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked.
