Jesse Parsons serves as Senior Portfolio Manager at Valoren Smarte Wealth Advisers and is a member of the Investment Policy Committee of Smarte Valoren Capital Group. In this capacity, she plays a central role in portfolio construction, manager selection, and the firm’s strategic investment direction, applying a disciplined, research-driven approach across client mandates.
Ms. Parsons holds a Bachelor of Science in Finance and Marketing from the University of Kentucky and is a Chartered Financial Analyst® (CFA®) charterholder. She is an active member of the CFA Society of Cincinnati, reflecting her ongoing commitment to the highest standards of professional excellence and fiduciary responsibility.
With more than two decades of experience across institutional and private wealth platforms, Ms. Parsons has held key roles with New York Life Investment Management, AXA Advisors, and Baird Equity Asset Management. Her background spans a broad spectrum of investment disciplines, including quantitative hedge fund operations, financial advisory services, mutual fund operations, equity trading, and institutional asset management. This depth and breadth of experience inform her comprehensive perspective on markets, risk management, and portfolio design.