Jessie L. Hale Senior Portfolio Advisor
Joined Northern Trust
Education
- Bachelors in Business with a specialization in Finance with honors from Capella University
Credentials
- Certified Financial Planner (CFP)
- Certified Divorce Financial Analyst (CDFA)
Expertise
Jessie is a Senior Portfolio Advisor responsible for the development and implementation of integrated wealth management solutions and asset allocation services for high-net-worth individuals and families, foundations, and trusts. As a Certified Divorce Financial Analyst ®, Jessie specializes in working with individuals traversing the financial complications of divorce. Her objective is to understand each client - their lifestyle, family, assets and goals - and to deliver an investment program that is entirely unique to them.
Experience
Jessie joined Northern Trust in 2005 and has been working with individuals, families, and institutions to deliver robust asset allocation solutions and investment guidance since 2008.
Community Involvement
Jessie serves as Board Member for Villa Esperanza Services, a local organization that provides education, therapy, housing, and support to both children and adults with intellectual and developmental disabilities.