Jane Holt Weber (CFP®, MA, MBA)

Jane Holt Weber focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Special Needs Planning
  • Women's Financial Planning Issues

Additional Information

Jane Holt Weber, Partner

Jane has close to 20 years of investment advisory experience, the lion's share of which has been with Bridgewater.  She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificant.  Prior to becoming an advisor, Jane worked with museums and individuals as a Paintings Conservator.  She received her BA in Art History from Williams College, as well as an MA in Art History and a Diploma in Art Conservation from the Institute of Fine Arts, New York University, and she holds an MBA from Clark University.  A supporter of numerous human rights and environmental causes over the years, Jane is also a dedicated advocate for those living with disabilities and devoted to The Center For Discovery where her son has lived since 2004.

NAPFA Start Date

August 01, 2018

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This Office

600 5th Ave Fl 26 New York, NY 10020-2308 Phone: (212) 221-5300