Jennifer Valle

Jennifer Valle is Vice President and Portfolio Associate at First Manhattan Co. LLC, based in Yonkers, NY. In her current role, she supports portfolio management operations, contributing to investment strategy implementation and client servicing for the firm’s diverse client base. Her responsibilities include portfolio administration, trade execution support, and account documentation within a multi-asset environment, under the regulatory structure of First Manhattan Securities LLC.

Jennifer’s specific investment coverage at First Manhattan involves multi-asset class portfolios, with an emphasis on equities and fixed income strategies, in line with the firm’s core offerings. She leverages her operational and client-facing expertise to ensure seamless investment execution and high standards of client service within these asset classes.

Prior to joining First Manhattan in 2019, Jennifer held several key operational and administrative roles, including Market Executive Assistant at Merrill Lynch and Operations Director at Hightower Advisors LLC, strengthening her proficiency in team leadership, process management, and client support. While formal education details are not publicly listed, her multi-year experience across respected financial services institutions underscores her expertise in operational excellence and portfolio operations within the wealth management sector.