Business & Finance

Press Releases

Point View Expands Professional Staff

e4f2d479918b33a0164e_donna.jpg
a1c1d41ef2f198f8673a_jc_picture.jpg
e4f2d479918b33a0164e_donna.jpg
Point View Wealth Management, Inc. announced today that Donna St.Amant, MBA, and Jeanette Carey have joined the firm as it expands.

Donna St.Amant is a Portfolio Manager at Point View.  Ms. St.Amant advises clients on portfolio construction, investment implementation, and management.

Ms. St.Amant has spent over 15 years working in the financial industry and has a strong track record of building extensive client relationships.  She has focused much of her career on wealth management, fixed income credit product, and marketing and relationship management.  Prior to joining Point View she held senior positions at Prudential, Bank of America Securities, and Merrill Lynch. 

Ms. St.Amant received her MBA from Columbia Business School and her Bachelor’s degree in Business Administration from Villanova University.  She serves as Treasurer of the Summit Junior Fortnightly Club, a local charity organization, and also volunteers for the Summit Educational Foundation, SHIP (Summit Helping Its People) and at her children’s schools.  She lives with her husband and three boys in Summit, New Jersey.

Sign Up for E-News

Jeanette Carey is the Customer Service Specialist at Point View Wealth Management.  Her experiences include managing processes, streamlining procedures, trading, revenue projections, compliance, performance analytics, and client relationship management. She has additional demonstrated expertise in process re-engineering, client satisfaction, systems administration, database archivist, cash management and strategic planning. She is adept in communicating with clients on relevant issues and building/nurturing relationships and is conversant in Spanish and French.

Ms. Carey has worked for several wealth management organizations including Beacon Trust Company, American Re Asset Management, and Seneca Inc.

Ms. Carey earned her degree from Montclair State University, and resides in Succasunna with her husband and daughter.

About Point View Wealth Management, Inc.:  Founded in 1993, Point View is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning.  By using primarily direct holdings of stocks and bonds, rather than mutual funds or subaccounts, Point View can more precisely match investment strategies to its customers’ risk profile, tax situation, and individual investment needs.  Located in Summit, New Jersey, Point View’s clients include individuals, families, charitable endowments, and retirement plans.  For a complimentary consultation, contact David Dietze (ddietze@ptview.com), Claire Toth (ctoth@ptview.com), or Donna St.Amant (dstamant@ptview.com).  Phone is (908) 598-1717.

 

 

TAP Into Another Town's News:

You May Also Be Interested In

Sign Up for E-News

Summit

Upcoming Events

Carousel_image_7be61d8c0218a63463d0_4f185ba72d5296e67c72_adobestock_74413077_mother_goose

Tue, May 22, 10:00 AM

Summit Free Public Library, Summit

Ages 6 mo.-2 yrs.: Mother Goose Mornings

Arts & Entertainment Education

Carousel_image_c59277305d03a4dae3a5_4164c2471f3c198c0cc5_storytime_0317

Tue, May 22, 10:00 AM

Summit Free Public Library, Summit

Mother Goose Mornings

Arts & Entertainment Education

Carousel_image_6c3705f0d83fcd78b74f_2ab30b66626ffd382f18_adobestock_50725543_child_reading

Wed, May 23, 10:00 AM

Summit Free Public Library, Summit

Ages 1 yr.-K: Storytime Squad

Arts & Entertainment Education

Summit Police Blotter

May 17, 2018

4/24 - At 0728 hours a report was taken for a theft of two (2) sandwiches from a business on Morris Avenue. The manager reported that at approximately 0330 hours a male entered the business and removed two sandwiches from a refrigerated case. After doing so, he exited the store without paying for them. The male suspect was described as Hispanic, approximately 6’0”wearing a blue/gray ...

Dietze Attends Dartmouth Alumni Council Meeting

May 22, 2018

Point View Wealth Management's Founder, President and Chief Investment Strategist, David Dietze, recently took part in the 216th meeting of Dartmouth's Alumni Council in Hanover, NH.

The Dartmouth Alumni Council's mission is to connect Dartmouth alumni to the College and each other.

Four Colleges, Four Days Equals One True College Experience

Calling all College-Bound High Schoolers! 

Let's go on a college tour or two or four! Through the Summit Area YMCA, we made it easy for you... with a pre-planned fun-filled trip visiting four amazing colleges in the Southeast! including University of Richmond, Spelman/Morehouse, Morris Brown College, and Clark Atlanta University. 

Join other ...

Stocks Can Rise in a Rising Interest Rate Environment

Investors remain concerned about the potential impact of higher interest rates on stocks. In their most recently released minutes, the Federal Reserve Open Markets Committee indicated the US economy is on solid footing and the economic conditions warrant continued gradual increasing of interest rates. This set off a sale in the stock and bond markets as investors began pricing in a fourth ...

AtlantiCast

AtlantiCast: Episode 15

On this week’s AtlantiCast, learn some important tips for controlling and avoiding diabetes from an Atlantic Health System expert, see how Atlantic Health is advancing cutting-edge research, hear what’s being done to keep health care environmentally friendly and much more!

 

Managing the Ups and Downs of First-Time Homebuying

They accepted our offer, now what?

At times both equally exhilarating and terrifying, the purchase of a home can be a total roller coaster ride -- especially when it is your first time going through the process. Between suddenly being expected to understand the intricacies of contracts and the inner workings of a home, you are also expected to start writing checks for amounts you may ...

SURVIVING A STROKE: Quick Medical Response Gives Mom Her Life Back

Carotid artery dissection. It’s one of the most common causes of stroke in younger adults.

And while you might not associate the word “stroke” with younger patients, the condition – if not treated immediately – could lead to paralysis and even death.

Lindsey Singh can attest to the importance of immediacy. The 31-year-old mother of two from Flanders experienced ...

A Royal Pain

I went to a big wedding over the weekend.  It was in England.

I like to think I was invited, but according to the Royal Guards and the Thames Valley Police I was not.  But more about that later.

You see, not too long ago I received an evite addressed to me from H&M@royalwedbot.co.uk.  Curiously, it was in my spam folder with a warning message. For an evite it was pretty ...