Jaclyn Green

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Consumer Services

Finance

Profile

Jaclyn Ann Green worked as a Managing Director & Senior Advisor at Dominari Securities LLC (Investment Management) from 2017 to 2022.
She completed her undergraduate degree from Pace University.

Former positions of Jaclyn Green

Companies	Position	End
Dominari Securities LLC (Investment Management) Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio.	Portfolio Manager-Equities	31/07/2022

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Private companies	2
Pace University Pace University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Dominari Securities LLC (Investment Management) Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio.	Finance

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