“I believe that everyone deserves to have a knowledgeable, empathetic, and experienced professional on their side to guide them through the buying or selling process.”
Hi, I’m Jess. I founded Turkey Hill Management after spending over a decade providing M&A advice to the wealth management space. Through my years of transaction experience, what stood out to me was a lack of unbiased advice available to wealth managers considering buying or selling a business.
A partnership is one of the largest, complicated and often most daunting decisions of a successful business owner’s professional career. I believe that everyone deserves to have a knowledgeable, empathetic, and experienced professional on their side to guide them through the process. My goal is to use my deep industry experience to provide completely bespoke advice to each client so that the decision made is one in which the client can feel entirely confident.
When I am not providing client advice, I can be found baking, traveling, or making a sorry attempt at golf. I live in Westport, CT with my wonderful husband, Tex, my four small and amazing children, and our German shepherd, Echo.
I received my Bachelors of Science with dual concentrations in Finance and Economics from Babson College and hold Series 24 and 79 licenses.
Hey, I’m Matt. I joined Turkey Hill Management in February 2024 after spending my entire career in wealth management. I’ve served in nearly every capacity in a wealth management firm ranging from compliance to providing financial planning advice to clients as an advisor.
I understand and appreciate how advisors build long-lasting relationships with clients and the invaluable advice they give each day. Because I believe advisors deserve the same level of fiduciary care that they provide, I bring the same philosophy and care to serving our clients at Turkey Hill.
When I’m not at work, you can most likely find me on a golf course, at a cookout, or chasing around my kids. I live in Richmond, VA with my high school sweetheart, Ashley, and our three kids.
I received a Bachelor of Arts in Economics and Commerce from Hampden-Sydney College. In addition to receiving a CFP® certification, I hold the Series 7, 66, 9 & 10 licenses.
Hi, I’m Connor. In October 2024, I was fortunate enough to join the Turkey Hill team. Prior to joining, I spent a decade holding a variety of positions within RIAs, largely focusing on buy side M&A but including client management, financial planning and strategy. This has provided me with a deep understanding of how buyers value different businesses, what to look for in a process, and most importantly, how to best position clients for success. Piecing together these partnerships and seeing them flourish is what I enjoy the most about this space.
Outside of work, I enjoy staying active by keeping up with my daughter who will soon to be a big sister, our dog, competing in any form, or simply spending time outdoors. My family lives in Massachusetts but doesn’t have the accent to prove it (yet).
I received a Bachelor of Science in Finance from Fairfield University and held the Series 65.
Turkey Hill helps buy-side and sell-side clients through full M&A processes with careful attention paid to the client’s desired outcome. Economic negotiations are all part of the job, but the true measure of success is whether clients, employees and founders all feel taken care of at the completion of a deal.