Jessica Forrest

Wealth Planning At Austin Asset at Austin Asset

Jessica Forrest, CFP (R), is a wealth planning professional currently employed at Austin Asset since January 2020. Jessica's career includes significant roles such as Principal at Coyle Capital, LLC and Investment Officer at SGH Management Company LLC. Jessica's experience also encompasses extensive compliance and operational management as Chief Compliance Officer and Operations Manager at Alpha Capital Management from 2004 to 2018. Earlier in Jessica's career, positions at Citigroup, Prudential Securities Inc., Shearson Lehman, and MBank Austin involved various sales and operational responsibilities. Jessica holds an MBA and a BA in Business Management from St. Edward's University.

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