Jade is our Portfolio Manager and a member of the firm’s Investment Committee. She works closely with advisors to implement and monitor client portfolios, oversees trade execution, and contributes to investment research and strategy discussions. She also analyzes mutual funds and individual stocks, providing insights to support investment decisions. Jade joined our team in October 2023 and previously was our Operations Associate.
She graduated in May 2023 from North Carolina State University with a degree in Business Administration and concentration in Finance. Shortly after joining Financial Symmetry, she passed the series 65 exam in 2024, and is an active volunteer with 3rd Decade, providing financial advice and coaching to participants.
Outside the office, she is a long-distance runner and avid reader. She also enjoys traveling abroad, with recent favorites being Germany, Austria, and Spain. She is the occasional baker, primarily with sourdough, and can often be found in local coffee shops around the Triangle.
