Jane has worked in the financial industry since 1999. Early in her career, she helped manage HP’s worldwide foreign exchange and cash management operations, optimizing short term returns on over $1 billion on a daily basis. She also worked as an analyst at a GSE institution, focused on fixed income products including debt derivative analysis. This allowed her to deepen her understanding of the capital markets and client’s needs for suitable financial tools.
Jane joined Merrill Lynch Wealth Management San Francisco in 2010 and has become a specially qualified Portfolio Manager. In addition to providing holistic advice and guidance, Jane draws her experience to help clients pursue their objectives by building and managing custom investment strategies. An avid reader and lifetime learner, Jane kept educating herself on all aspects of wealth planning and portfolio management, so that clients can count on her knowledge and professionalism. Jane holds the Chartered Financial Analyst®, CFA® designation and is a member of the CFA® Institute.
Jane earned her MBA degree from Carnegie Mellon University. In her spare time, she is a fearless skiier and loves trekking around the scenic hills and valleys of the Bay Area.
Portfolio Manager Bio
Jane concentrates on developing investment strategies for high net worth individuals and business owners. She is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.