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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Jessica Polito
Founder and Principal at Turkey Hill Management, LLC


Jessica Polito founded Turkey Hill Management, LLC in 2021 after a long career in investment banking. Turkey Hill is built on the premise that there should be complete alignment between the M&A advisor and the wealth management client it serves. The company does not charge a "success fee" at the completion of a deal, as is done by most traditional investment banks. In doing so, the client can be assured that the advice given is unbiased and in the best interest of the client.

Jessica draws from her many years of buyside and sellside M&A experience in the wealth management space to ensure that every partnership is not just financially sound, but preserves the legacy of both sides of the deal. She lives in Westport, Connecticut with her husband and four small children. She received her Bachelors of Science in Business Management from Babson College with dual concentrations in Finance and Economics and holds her Series 79 and 24 licences.

Agenda Sessions

  • Drivers of Valuation: How buyers and sellers view RIA valuations in the current market