Jenna Marie Ricci

Employer firm

Southstate Private Capital Management LLC CRD 165306

$4.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 02/2022
  Twin Focus Capital Partners, Llc
  Boston, MA
• 05/2017 → 08/2017
  Gordan Research Conferences
  Holyoke, MA
• 01/2018 → 05/2019
  Basho
  Boston, MA
• 02/2022 → 09/2024
  Scs Capital Management, Llc
  Boston, MA
• 08/2015 → 05/2019
  Emmanuel College
  Boston, MA
• 09/2024 → 04/2025
  Unemployed
  Boston, MA
• 04/2025 → 01/2026
  Private Capital Management, Llc
  Denver, CO
• 01/2026 → Present
  Southstate Private Capital Management Llc
  Denver, CO

Previous Registrations

• 2021-06-22 → 2022-02-15
  Twin Focus Capital Partners, Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-17