Alana Montanari's Location
San Francisco, CA, US
Alana Montanari's Work
- Head of Private Wealth Solutions @ Portfolio Advisors
- Partner, Director, Investor Relations @ Ironwood Capital Management
- Second Vice President - Wealth Management, Financial Advisor @ Morgan Stanley
Alana Montanari's Education
- University of Connecticut
Bachelor of Science (Finance)
1998 - 2001 - University Of Massachusetts - Amherst
(Medicine)
1997 - 1998
Alana Montanari's Skills
- Relationship Management
- Hedge Funds
- Equities
- Series 7
- Alternative Investments
- Fund of Funds
- Investor Relations
- Asset Allocation
- Wealth Management
Alana Montanari's Summary
Alana Montanari, based in San Francisco, CA, US, is currently a Head of Private Wealth Solutions at Portfolio Advisors, LLC, bringing experience from previous roles at Ironwood Capital Management and Morgan Stanley. Alana Montanari holds a 1998 - 2001 Bachelor of Science in Finance @ University of Connecticut. With a robust skill set that includes Relationship Management, Hedge Funds, Equities, Series 7, Alternative Investments and more, Alana Montanari contributes valuable insights to the industry. Alana Montanari has 3 emails and 1 mobile phone number on RocketReach.
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