Jane is a trusted advisor to high net worth families, attorneys, accountants, and small businesses. Ms. Giaquinto partners with her clients; reviewing both their current situation and plans for the future as well as developing and executing on a roadmap to help them achieve their financial, life, business, and philanthropic goals. Jane has expertise in investments, credit and banking, financial analysis, problem solving, and risk management.
At U.S. Trust and J.P. Morgan, Jane was a Relationship Manager and Private Banker for wealthy individuals and families with complex wealth management needs. She was a key financial consultant to her clients providing high touch service including developing and delivering tailored solutions to a wide range of high net worth clientele including Attorneys, Accountants, privately held business owners, Corporate Executives, Financial Services Professionals, and Real Estate Families.
Earlier in her career, Jane was a lending specialist in Private Banking at both The Bank of New York Mellon and Merrill Lynch structuring complex loans for wealthy clients, their businesses, and a variety of private placement investment funds. Ms. Giaquinto provided her clients with innovative and customized solutions to help them meet their unique family, business, and investment fund goals.
Prior to working with Private Clients, Jane was a founding member of MBIA’s Investor-Owned Utility (IOU) Department; teaming with colleagues to build a $10 billion insured bond portfolio. Her career began on the buy-side as an analyst and portfolio manager with Western-Southern Life.
Jane received her BGS in marketing and economics from the University of Cincinnati and her MBA in finance from Xavier University. She has her Series 7 and 66 Licenses.
Ms. Giaquinto is a member 100 Women in Hedge Funds and FWA. She also serves on Xavier University’s Women of Excellence Council and the Xavier University Presidential Advisory Committee.