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Friday, Jun 21, 2024

Women of Influence: Finance 2023 – Jessie McCombs

Custom Content by the Los Angeles Business Journal

Senior Portfolio Manager
Northern Trust

Jessie McCombs is a senior portfolio manager and vice president at The Northern Trust Company. She works with high net-worth individuals to understand their lifestyle, family, assets, and goals, and deliver an investment strategy that is unique to them. She is a certified financial planner professional and certified divorce financial analyst. With these designations, she is able to provide detailed advice and wealth analysis that goes well beyond an individual’s investment portfolio.

McCombs is currently partnering with prominent divorce attorneys to provide settlement analysis to their clients to answer common concerns such as determining which settlement option is in their best interest, or which settlement will allow them to meet their lifetime goals. Divorce attorneys are skilled at telling their clients when the proposed settlement is a strong one. McCombs provides added value by showing clients how proposed asset splits will look against their personal goals in the future.

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