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
Monica Jalife
Principal
Withum Wealth Management
United States, New York, New York
About Me
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
More profiles to browse
Mark Lucci
Wealth Management Associate and Wealth Advisor
Troy Atkinson
Partner
Carmine D’Avino
Principal, CCO, and Investment Advisor
Tom Farrell
Wealth Advisor, Principal
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc