Jesse brings over eight years of finance, analysis, and client service experience to River Wealth Advisors. Prior to joining our firm, Jesse was an accountant for JMT, where he maintained contracts and oversaw budgeting and forecasting. As Senior Investment Analyst, Jesse collaborates with the firm’s investment advisors to deliver exceptional client service, maintain client objectives within portfolios, and manage trades for our clients’ accounts. He holds a Series 65 license. Jesse received a Bachelor of Science degree in Accounting and Finance from Eastern University. He also established the University’s Investment Club. When not working, Jesse enjoys watching the stock market, listening t