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Managing Director | 20 years industry experience
Managing Director 20 years industry experience
Jeannine Ali is a Managing Director and Head of the Investment Management Finance team. Jeannine started her career with Dean Witter as an Associate in their Finance Department. She held various roles supporting the Wealth Management business, including assignments in San Francisco and London, for the first 15 years of her career. In 2003 she switched careers and became a stay at home mom. In 2007 she returned to the Firm to support the Investment Management business and has held a number of positions in the past ten years. She was promoted to Managing Director in 2012 and was named the Head of the Investment Management Finance team, in September 2017. Jeannine earned her Bachelor of Business Administration from St. Bonaventure University and is Series 27 and 99 licensed.