About Jessica
I am a…
Athlete, Business adviser, Care taker, Concerned citizen, Connector, Finance professional, Parent
Bio
Jessica Copenhaver is a Director at Citi Private Bank. She is a trusted advisor to ultra high net worth clients in developing and coordinating customized wealth management strategies ranging from investment management, banking and cash management to estate planning and customized credit. Jessica holds FINRA Series 7, 63 and 66 licenses.
Jessica joined the Private Bank in 2012 from Citi's Investment Banking Division in New York where she was most recently a Vice President covering North American Power companies and private equity owners of infrastructure assets. From August 2008 through June 2012, Jessica advised financial sponsors on numerous M&A transactions including the sale of minority stakes in portfolio companies and the sale of portfolios of contracted generation and transmission assets. She also advised clients on a full range of capital markets transactions including equity (IPOs, private placements, continuous offering programs and follow-on offerings) and debt offerings (high grade, leveraged finance and liability management). Prior to investment banking, Jessica worked as a paralegal in securities litigation at LeClair Ryan and at the Clinton White House as a staff assistant to the Social Secretary.
She has a MBA with a concentration in finance from The McDonough School of Business at Georgetown University and a BBA in Economics and Public Policy from The George Washington University.
I'm passionate about
My two beautiful boys. Being a positive force for good in the world and social justice. Being of maximum service to my family, friends, clients and colleagues.
Areas of expertise
Banking, Investment Management, Lending, Philanthropy
Things you might not know
Helping my friends find jobs and opportunities to be of maximum service.