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Monica Jalife

Principal

Withum Wealth Management

United States, New York, New York

About Me

Monica Jalife is a Wealth Advisor and Principal of Withum Wealth Management. She has nearly 15 years of finance experience and holds the Charted Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP®) designations. Monica co-manages a dividend-focused equity portfolio and conducts attribution analysis for client portfolios. In addition to her role at Withum Wealth Management, Monica is a Vice President and Portfolio Manager at Pinnacle Associates Ltd, a Withum Wealth co-founder. Prior to joining Pinnacle, Monica worked in the Mexican Consulate as an analyst in their financial department. Monica is an active member in her community. She conducts financial literacy courses in English

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Profile Information

Principal

Withum Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Apr 24, 2025

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