Jamie Noriega

As an Associate Portfolio Manager, Jamie plays a key role in supporting the investment team through in-depth research, strategic trade execution, and dedicated client service.

Jamie graduated from California State University of San Marcos with a Bachelor of Science degree in Business Administration with an emphasis in Finance. Her passion for investing and financial markets was sparked through her active involvement in the university’s investment club. Before joining the team, she gained valuable experience at a forensic accounting consulting firm, conducting economic research and working closely with clients to develop strategic, data-driven financial solutions. She is currently pursuing her CFA designation and has successfully passed Level I.

 In her free time, she loves reading, listening to jazz music, and spending time outdoors.