Jillian Dragone

Jillian Dragone

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.

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212.225.9500