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Jess Boone

Director of Client Development, SteelPeak Sports
Education and Credentials
University at Albany; Manhattan College
B.A. in Business, M.S. in Counseling Psychology

Jessica Boone is Director of Client Development, SteelPeak Sports, based in Chapel Hill, North Carolina. In her role, she leads the Sports Division of SteelPeak Wealth, focusing on the unique and evolving needs of athletes as they transition through scholastic and professional stages. Jessica works closely with athletes and their families to bridge the worlds of sports, business, and everyday life—helping them plan strategically for both the present and the future.

With a distinctive background as a Division I college coach and athletics administrator, and over 20 years in College Athletics, Jessica brings a deep understanding of the challenges and opportunities facing today’s athletes. Her experience enables her to educate, support, and guide clients with insight and assist in creating goals.

Jessica earned her M.S. in Counseling Psychology from Manhattan College, where she also served as a graduate assistant coach. She holds a B.A. in Business from the University at Albany (NY), where she was a four-year Division I lacrosse player and received Player of the Year honors.

Outside of her professional work, Jessica enjoys spending time with her two sons and supporting her husband, Scott, a Division I college football coach.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
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Schedule a Meeting with
Jess
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Robert Venezia
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Luke Anderson, SE-AWMA®
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Jennifer Prendergast
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Cecilia Umbel
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Steve Racius
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Ryan Santiago
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Joe Fusaro
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Aimie Lalas
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Kingsley Choi
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Mark Koellner, CFP®, CRPC®
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Mike Janis
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Shelby Brennan, CPA, CFP®
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Rachel Otto
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Roger Lopez
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Jordan Peterson, CPFA®
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Steven Dymant
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Stephanie Valderrama
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Lisa Tashtchian
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HR & Talent Manager
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Brandon McAuslen
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Sam Sosa, J.D.
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