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Wendy Jankoski

Wendy Jankoski

President and Chief Investment Officer at Wealth Architects, LLC

Sarasota, FL , United States

About

Wendy Jankoski is President and Chief Investment Officer at Wealth Architects LLC, based in Sarasota, Florida, where she leads the firm’s investment strategy and client portfolio management. She is responsible for overseeing the development and execution of customized investment solutions, asset allocation, and risk management for high-net-worth individuals and institutions. Her work is rooted in a client-focused, fee-only advisory model that emphasizes transparency and fiduciary responsibility.

Jankoski has nearly four decades of experience in wealth management and investment research, having served previously as Managing Director at Monitor Capital Advisors and as Vice President and Associate Director of Research at James M Davidson & Co. Her areas of expertise include equities, fixed income, mutual funds, and multi-asset portfolios, with a demonstrated ability to navigate complex market cycles and regulatory environments.

She holds an MBA in Finance from Villanova University and a BA in Communications from East Stroudsburg University of Pennsylvania. In addition to founding and leading Wealth Architects LLC since 1994, Jankoski is recognized for her contributions to the field as a registered investment advisor, an advocate for ethical investment practices, and a board member for local community and educational organizations.

Career History

OrganizationRoleDate RangeDetails
Wealth Architects LLCPresident and Chief Investment OfficerJan 1994 to Present
Wealth Architects is an independent, fee-only Registered Investment Advisor to high net worth individuals, small retirement plans and foundations managing equities, fixed income, hedging vehicles and ...
Monitor Capital AdvisorsManaging DirectorJan 1993 to Jan 1994
A sub-advisor to the MainStay group of mutual funds, during this period Monitor Capital managed over $900 mm, mainly in institutional funds utilizing quantitative active and passive equity and fixed i...
James M Davidson & CoVice President, Assoc. Dir. of ResearchJan 1990 to Jan 1992
Performed research and was responsible for equity recommendations from concept to completion for Philadelphia-area registered investment advisory firm with $450 mm under management during this period....
Shearson Lehman HuttonConsultantJan 1988 to Jan 1990
Arthur YoungSenior ConsultantJan 1986 to Jan 1988

Education

Villanova University

MBA, Finance

1982 1986

East Stroudsburg University of Pennsylvania

BA, Communications

1979 1982

Pleasant Valley High School

Skills & Expertise

Investment Advisory
Financial Modeling
Valuation
Due Diligence
Strategic Planning
Business Strategy
Management Consulting
Hedge Funds
Asset Managment
Fixed Income
Financial Advisory
Strategy
Funding
Mergers & Acquisitions
Financial Services
Retirement Planning
Private Equity
Strategic Financial Planning
Investment Management
Emerging Markets
Financial Planning
Asset Management
Architects
Registered Investment Advisor
Portfolio Management
Investments
Equities
Wealth Management
Mutual Funds
Management
Capital
Mergers and Acquisitions

Others at Wealth Architects, LLC (5)

NameRoleLocation
Mark Gordon
Mark Gordon
Chief Investment OfficerCA , United States
Curtis Campbell
Curtis Campbell
PrincipalReno, NV , United States
Justin Mazzon
Justin Mazzon
Associate Portfolio AnalystCA , United States
Samuel Mitsui-Reyes
Samuel Mitsui-Reyes
Associate Portfolio AnalystMountain View, CA , United States
Vivian Tang
Vivian Tang
Portfolio AnalystMountain View, CA , United States

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