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Jeanna McGinnis

Vice President of Wealth Management

 917-488-7855

What do you do at Camarda Wealth?

My role is to learn your individual goals and needs so that I can provide relevant ideas, guidance and alternatives suitable to your comprehensive wealth management needs.

What are your credentials/past experience, for working in your position?

My career in finance began 10 years ago with a role in asset allocation and portfolio management.

What is something the investing public has to deal with that you want to fix?

Deceptive product sales.

Favorite Podcasts / Books:

The Little Book of Behavioral Investing – James Montie

The Intelligent Investor – Benjamin Graham

Fight Club – Chuck Palahniuk

What is your background?

Originally, I worked in corporate finance in residential development. After the housing bubble burst in 2008, I went back to school and earned a B.B.A from the University of North Florida in Investments. I have been in Wealth Management since earning my degree in 2011.

What do you enjoy doing when you are not working?

I have the privilege of raising my son in the greatest city in the world. In addition to taking advantage of all New York City has to offer, I am active in leisure and competitive sports. I participate in coaching my son’s sports teams, t-ball, soccer and martial arts.