JESSICA BUSH, CFA®

Senior Relationship Manager

“What especially resonates with me about Legacy Bridge is the firm’s emphasis on personalized guidance and serving families across generations. That combination of sophisticated investment thinking and genuine client partnership is the essence of Legacy Bridge.”

PROFESSIONAL HIGHLIGHTS

Chartered Financial Analyst® (CFA®) charterholder
29 years of industry experience spanning public and private markets, multi-asset portfolios, and alternative investment strategies
Career grounded in long-term client relationships, thoughtful investment decision-making, and disciplined risk management
Serves on the Board of Directors and Investment Committee of the Community Foundation of Greater Des Moines, advising on more than $900 million in assets under administration across asset allocation, capital markets, investment policy implementation, and risk monitoring
Mentor with Girls Who Invest, supporting the advancement of women in the investment profession
Board member and former Treasurer of the Norwalk Athletic Booster Club, managing finances and supporting a community organization dedicated to enhancing the student athlete experience.

29

Years of Experience in The Industry

A FAMILY OFFICE BUILT FOR DEFINING MOMENTS

Purposeful investing and Family Office leadership that protects your continuity across generations.