Profile
Monica J. Jalife, CFA, CFP®, is a vice president and portfolio manager with Pinnacle Associates. She joined the firm in 2002 after serving as a financial analyst at the Mexican Consulate in New York, where she gained first-hand experience with international financial matters and cross-border client needs.
Jalife earned her B.S. in Industrial Engineering from Universidad Iberoamericana in Mexico City, graduating with honors. She later completed her M.B.A. at New York University’s Stern School of Business, concentrating in both finance and global business. In addition to her academic background, she holds the Chartered Financial Analyst® (CFA) designation and is a Certified Financial Planner™ (CFP®), reflecting her commitment to rigorous professional standards in both investing and financial planning.
Jalife is an active member of the New York Society of Security Analysts (NYSSA), the CFA Institute, and the Financial Planning Association of New York (FPANY), where she stays engaged with industry best practices and ongoing professional development.
286 Madison Avenue, New York, NY 10017
212 652 3250
mjalife@pinnacle-associates.com
linkedin.com/in/monicajalifeinvestmentmngr
pinnacle-associates.com/team/monica-jalife
Monica Jalife
Wealth Advisor
Pinnacle Associates
Read on
Special Report
Home
Bio
Milestones
2000–2001
Present
2021–present
2021–2025
Present
Financial Analyst at Mexican Consulate in NYC
2000–2001
Principal, Private Client Group at Pinnacle Associates since 2002
Present
Senior Financial Advisor and Designated Supervisor at Cascade Guided Wealth
2021–present
Lead Advisor at Empirical Wealth Management
2021–2025
Lead Advisor and Principal at Empirical Wealth Management since 2025
Present
Milestones
“At this stage in my career, I’m not trying to impress clients with technical language. I’m focused on helping them make better decisions”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.
“A message is only as strong as the receiver’s ability to understand it. Good intent isn’t enough if the client can’t clearly see the benefits and trade-offs”
William Chan,
Modern Vision Planning, Sterling Mutuals Inc.