
Jess Minio brings nearly two decades of leadership, operational excellence, and client-focused service to Atlantic Financial Services. Throughout her career, she has built a reputation for solving complex challenges, leading by example, and creating processes that help both organizations and the people they serve thrive. She believes financial planning is about more than numbers—it's about helping individuals and families protect what matters most while confidently preparing for the future.
As the first female employee at Praesidium Investment Management Company, LLC, Jess played an instrumental role in the firm's growth and culture. She carried out responsibilities across operations, accounting, trade settlement, reporting and made an essential contribution to scaling the back-office systems and infrastructure. Jess was the first person to hold each of the leadership positions she advanced through, helping shape the organization's operational framework while mentoring those around her. Her proactive approach, strong work ethic, and passion for helping others continue to guide her work with every client.
FINRA Series 7 & 66
Life, Accident & Health Insurance License
Bachelor of Arts, Psychology — Siena College (2003)
Master of Arts, Marriage & Family Therapy, High Honors with Distinction — Hofstra University (2006)
Atlantic Financial Services – Financial Adviser
Praesidium Investment Management Company, LLC
Director of Operations (2021–2026)
Controller (2014–2021)
Assistant Controller (2010–2014)
Associate (2006–2009)
Jess served with the New York Junior League from 2018–2021, contributing to the Content Creation Committee where she developed internal and external communications campaigns supporting organization-wide initiatives. She also served as Vice Chair of Fundraising (2019–2020) and Vice Chair of Training & Education (2020), demonstrating her commitment to leadership, collaboration, and community service.
Born and raised in Connecticut, Jess credits a lifetime of playing competitive sports with instilling the confidence, determination, teamwork, and discipline that continue to shape both her professional and personal life. Outside the office, she enjoys spending time with her husband and son along the Connecticut shoreline. She is passionate about helping individuals, families, and business owners build financial confidence through thoughtful planning designed to protect their livelihoods, preserve their legacies, and create lasting peace of mind.



