Jane is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco, California. She joined Merrill in 2010 and today she draws on her extensive experience to help a diverse clientele simplify and coordinate various aspects of their financial lives. Her international experiences provide her with a unique vantage point of global markets and an understanding of complex economic and financial strategies. Jane also has a depth of savvy making curated connections for her clients to people and resources that can make a material impact on their personal and professional lives. 

Many of Jane’s clients are successful first-generation wealth creators and entrepreneurs who are concerned with preserving, growing, and transferring their wealth to future generations.

Highly analytical, hardworking, creative, and full of intellectual curiosity, Jane takes pride in her ability to explain complex topics in clear terms to help her clients understand her recommendations and make informed decisions about their wealth management. An avid reader and a lifelong learner, she enjoys researching macro and microeconomic issues that may affect her clients’ portfolios. She recognizes the impact of global trends on financial decisions and develops strategies that consider the connections between the world’s economies and markets.

Jane began her career in the financial services industry in 1999 with Hewlett-Packard Treasury. While there, she helped manage its worldwide foreign exchange and cash management operations. She later joined a GSE institution as an analyst, focused on fixed income products including debt derivative analysis.

Jane earned her M.B.A. in finance from Carnegie Mellon University in Pennsylvania. She holds the Chartered Financial Analyst^® (CFA^®) and Certified Plan Fiduciary Advisor, CPFA^® designations and is a member of the CFA^® Institute.

Jane has an adventurous spirit with her personal pursuits and enjoys trying a wide variety of activities. A fearless skier, she also enjoys tennis, surfing, trekking around the scenic hills and valleys of the Bay Area, and recently pickleball. Jane is also currently learning to play piano and takes great pride being a doting “Auntie” and “Godmother” to the children in her life.

Portfolio Manager Bio
Jane concentrates on developing investment strategies for high net worth individuals and business owners. She is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.