Pinnacle Associates, Ltd.
Monica Jalife, CFA, CFP, is a Principal at Withum Wealth Management and Pinnacle Associates. Monica has extensive experience in finance and has held various roles such as Financial Analyst at the Mexican Consulate and in Marketing at Mas Negocio. Monica holds an MBA in Finance & Global Business from NYU Stern School of Business and a Bachelor of Science in Industrial Engineering from Universidad Iberoamericana.
This person is not in any offices
Pinnacle Associates, Ltd.
Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm. Whether for an individual and their family directly, or for an institutional organization servicing their constituents, we seek to grow and safeguard wealth. Unlike many advisors, Pinnacle manages investments in-house using our experienced team of professionals and we do not outsource the investment-decision making process to other managers. We believe this strategy gives us the ability to select the best investment options for our clients. We provide comprehensive, thoughtful advice customized to the specific needs and objectives of our clients. Please see important disclosure information at https://www.pinnacle-associates.com/disclaimer.