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Jessica (Seiwert) Mcconnell

Managing Partner, CCO and Rule 144 Consultant

Capital CS Group

United States, California, Irvine

About Me

Prior to joining the Capital CS Group, Jessica was a Senior Vice President and member of the UBS Directors Club with almost two decades of industry experience. Her team’s mission begins with a deep understanding of a client’s unique needs. Whether you are an individual investor or represent a Homeowners Association (HOA), they recognize that your financial objectives are distinct. Jessica has been recognized for her commitment, talent, and expertise over the course of her career. She was named Morgan Stanley’s top female Financial Advisors Associate for 2011-2014 before joining UBS. Jessica was also honored as one of UBS’s 2015 and 2016 Top 35 under 35 recipients. At Capital CS Group, her

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Profile Information

Managing Partner, CCO and Rule 144 Consultant

Capital CS Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

Oct 25, 2024

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