Jaycee Kertzman, CFA

Jaycee works with the Dynasty Network on their investment solution and research needs. Before joining Dynasty, Jaycee worked on a team at Morgan Stanley, where she managed model portfolios, analyzed sources of risk in portfolios, and proposed allocations for prospects and existing clients. Prior to Morgan Stanley, Jaycee was an analyst on one of the largest PBIG teams at Merrill Lynch, where she covered Ultra-High Net Worth clients, traded models, and performed concentrated stock analysis. Jaycee was born and raised in San Diego and graduated with a BS in Finance from San Diego State University. She is also a CFA Charterholder.