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.
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 (firstname.lastname@example.org), Claire Toth (email@example.com), or Donna St.Amant (firstname.lastname@example.org). Phone is (908) 598-1717.