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.
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earnings, Interest Rates, Kingsview Investment Management, Kingsview Partners, Paul Nolte, WGN Radio Paul Nolte, Senior VP at Kingsview Wealth Management, joined Bob Sirott to talk about the current state of the economy, the creation of […]