Jill Minchoff

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Consumer Services

Profile

Ms. Jilliana P.
Minchoff is an Associate at Highline Wealth Management LLC.
Prior to joining Highline Wealth Management LLC in October 2011, Ms. Minchoff was employed as a Research Analyst by Cassaday & Co., Inc. and Finance and Product Manager by Dayna Designs LLC.
Ms. Minchoff received her BS in Finance and BA in Government and Politics from the University of Maryland.
She is also a Certified Financial Planner.

Former positions of Jill Minchoff

Companies	Position	End
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Analyst-Equity	-

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Private companies	2
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Finance
University of Maryland University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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