Jeanne Young, MBA®, CFA®

Partner | Wealth Manager

Jeanne H. Young joined Kingsview Partners in 2020 and is currently a Partner and Wealth Manager. Ms. Young has been in the investment management industry for her entire career of 29+ years.

Jeanne is originally from Long Island, New York. Ms. Young is committed to providing a highly personal experience while delivering sophisticated portfolios for your investment goals.

Jeanne focuses on consulting and managing assets for high net worth individuals, charities, non-resident aliens, offshore and domestic trusts. Ms. Young proactively managed over $700 million in assets at her prior firms. A significant part of her ongoing responsibilities includes wealth planning, asset allocation and investment performance. Ms. Young enjoys being a trusted advisor and is passionate about building strong, long-standing relationships and generational wealth for her clients.

Prior to joining Kingsview Partners, Jeanne was a Senior Investment Manager at The Private Bank, for Bank of America and Wells Fargo for over 29 years combined. While at Wells Fargo, Jeanne was recognized as a top performer and was awarded the prestigious “Concord Elite Winner” for several years. She is also a member of the Chartered Financial Analysts Institute (CFA®) and the CFA Society of Los Angeles (CFALA). Jeanne holds a Master in Business Administration from Pepperdine University and a Bachelor of Science in Finance from San Diego State University.

Jeanne enjoys reading technology innovation magazines, watching her daughter’s Epee/Foil fencing competitions and traveling within the United States.

Located in California