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Wendy Jankoski
President and Chief Investment Officer at Wealth Architects, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealth Architects LLC | President and Chief Investment Officer | Jan 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 Advisors | Managing Director | Jan 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 & Co | Vice President, Assoc. Dir. of Research | Jan 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 Hutton | Consultant | Jan 1988 to Jan 1990 | — |
| Arthur Young | Senior Consultant | Jan 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
Others at Wealth Architects, LLC (5)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | CA , United States | |
| Principal | Reno, NV , United States | |
| Associate Portfolio Analyst | CA , United States | |
| Associate Portfolio Analyst | Mountain View, CA , United States | |
| Portfolio Analyst | Mountain View, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |