CFA®, Director of Investment Research
Jillian is the Director of Investment Research with Apexium Financial. Her responsibilities include due diligence and on-going monitoring of funds and managers, and portfolio construction, design and analysis.
Jillian joined the firm in 2016. Prior, she was a regional consultant for AB (formerly AllianceBernstein). She started her career at Morgan Stanley where she received training in the its Financial Advisor Associate program.
Jillian graduated from University of Maryland-College Park with University Honors, receiving a BS in Finance and a minor in Commercial Spanish. She is a CFA charter holder and a member of New York Society of Security Analysts (NYSSA).
Jillian resides in Huntington, NY and enjoys running, hiking, and cooking.