Jessie is a Professional Trustee at Dalriada.
She has spent her career with a sole focus – to do the upmost for her clients, placing them at the centre of her work.
Jessie has had a career-long interest in ESG investing, with a strong belief in both the social benefits it can bring and its potential to reduce investment risk and enhance returns. As the investment world is working overdrive in this area, Jessie looks forward to helping clients navigate this challenge.
She spent the last decade working as an investment relationship manager, leading relationships with US-based institutional clients. This included state and private pension funds, foundations and endowments and financial institutions where clients entrusted her with assets up to $3bn.
Prior to this, Jessie worked as an actuarial analyst focusing on UK-based pension schemes. Her passion for learning led her to qualify as an Actuary and a CFA Charterholder and, most recently, she gained the CFA UK Certificate in ESG Investing.
Jessie loves exploring the world. Whether its Kyrgyzstan, Spitsbergen, or closer to home in Cornwall or the Highlands, she has a passion for being outside, seeing and experiencing new places and always learning new things. Jessie also enjoys hiking, playing tennis, skiing, chocolate and walking her adorable West Highland Terrier.