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Whitney Zeta — Managing Partner, Co-Founder · Veracy Partners · United States.
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About
Whitney Zeta is Co-Founder and Managing Partner of Veracy Family Wealth Partners, where she focuses on strategy and operations. She previously worked in relationship management at JPMorgan and held business-practice and client-relationship roles at First Republic Investment Management. Her background includes portfolio construction, risk management and financial planning, as well as advising on concentrated stock, wealth transfer and illiquid investments. She holds a bachelor’s degree from George Washington University with a concentration in International Business.
Experience
Co-Founder and Managing PartnerCurrent
Veracy Family Wealth Partners · Washington, District of Columbia, United States
Apr 2024 – Present
Vice President - Relationship Manager
J.P. Morgan · San Francisco, California / Washington DC
Jul 2023 – Apr 2024
Education
Skills
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