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Jessica Culpepper on Managing Wealth for Billion-Dollar Clients

PUBLISHED
February 21, 2025
Creative Planning Partner and Private Wealth Manager Jessica Culpepper

Get Her Insights in This Exclusive Barron’s Interview

Building a career in wealth management at the highest level takes grit, patience, care and the ability to solve complex financial challenges. In this exclusive interview with Barron’s, Creative Planning Partner and Private Wealth Manager Jessica Culpepper shares how she got into the industry, her insights on managing wealth for billion-dollar clients, her advice for women in finance, and how the ultra-wealthy are preparing for the future — especially in an era of political and market uncertainty.

Read the Article Here

This commentary is provided for general information purposes only, should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.

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