Jenny Antosh, CFA is a Relationship Manager and Senior Associate at TritonPoint Wealth. Jenny works alongside the advisors in the office to help high net worth and ultra-high net worth clients with their financial goals, investing, and long-term financial planning. She is also a member of TritonPoint Wealth’s Investment Committee, where she helps analyze the office’s internal equity portfolio, research the positions held, and make any necessary changes within the model.
Jenny has 10 years of financial industry experience. She started her career at T. Rowe Price and BNY Mellon, where she worked with institutional clients in a reconciliation & accounting capacity. During this time, Jenny studied for and ultimately completed her Chartered Financial Analyst (CFA) designation. In 2019, Jenny moved to New York City to work at Mercer as an investment consulting associate. Here, she helped numerous institutional clients decide which investments to offer in their corporate 401(K) Plans. Eventually, Jenny decided to switch to the personal side of finance so that she could work more closely with individuals and families, rather than large institutions. She joined Goldman Sachs Personal Financial Management in 2021 before moving to TritonPoint Wealth in 2023.
Jenny grew up in Potomac, MD and graduated from the University of Maryland, College Park (Robert H. Smith School of Business) with a bachelor’s degree in finance. In her spare time, Jenny enjoys spending time with family and friends, being active, traveling, and trying new restaurants.