Monica Judith Jalife
Gestionnaire de Portefeuille-Actions chez Pinnacle Associates Ltd.
Profil
Ms. Monica J.
Jalife, CFA MBA, is a Wealth Advisor & Principal at Pinnacle Wealth Management Advisory Group LLC and a Vice President & Portfolio Manager at Pinnacle Associates Ltd.
She has nearly 15 years of finance experience.
She co-manages a dividend focused equity portfolio and conducts attribution analysis for client portfolios.
Prior to joining Pinnacle, Ms. Jalife worked in the Mexican Consulate as an analyst in their financial department.
Ms. Jalife received her Master of Business Administration in Finance and Global Business from NYU Stern’s School of Business and her undergraduate degree in Industrial Engineering from Universidad Iberoamericana in Mexico City, where she graduated with honors.
She holds the Charted Financial Analyst and Certified Financial Planner designations.
Postes actifs de Monica Judith Jalife
| Sociétés | Poste | Début |
|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Gestionnaire de Portefeuille-Actions | 01/05/2002 |
Pinnacle Wealth Management Advisory Group LLC
 Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/08/2011 |
Formation de Monica Judith Jalife
| Universidad Iberoamericana | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
Pinnacle Wealth Management Advisory Group LLC
Pinnacle Wealth Management Advisory Group LLC Investment ManagersFinance Pinnacle Wealth Management Advisory Group LLC, do-business-as Withum Wealth Management (Withum Wealth), is a registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded in 2011 and is principally owned by Pinnacle Capital Management LLC. Withum Wealth offers private wealth management solutions to individuals, investment companies, investment limited partnerships, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |