Jesse joined Clifford Swan in 2024 as an Operations Specialist, bringing direct expertise in portfolio management software, data management, and accounting for private real estate investments. His focus includes reconciling transactional data, serving as the point of contact for our portfolio accounting software, and acting as a backup trader.

Before joining Clifford Swan, Jesse worked as a Portfolio Operations Administrator at First Foundation Inc. His primary responsibilities included maintaining alternative investments, reconciling accounts, data management, and working with client teams, custodians, and fund companies to ensure accuracy.

In his free time, Jesse plays in an adult basketball league, enjoys film photography, and volunteers at his brother’s school.