Ms. Spielman works with clients and their outside advisors to manage assets and liabilities in order to provide comprehensive solutions to drive growth, organize finances, and plan for the future. She brings an extensive understanding of the financial services business to bear for clients, constantly striving for excellence in advice and counsel.
Ms. Spielman has developed a niche in working with women facing various life events in securing their financial independence. As their trusted advisor, her focus is financial education and empowerment. As a result, her client base benefits from her deep experience across the financial service landscape, from the fixed income trading floors in New York to the top of the middle market banking industry in Southern California. Ms. Spielman brings a tailored, disciplined, and data-driven approach to identifying and helping clients make sound personal and business-related decisions for their long-term wealth creation or preservation.
Ms. Spielman began her career in New York at Bloomberg before joining J.P. Morgan Asset Management, supporting their Chief US Economist in their Fixed Income group. Prior to joining Manhattan West, she worked in the Commercial Banking and Business Banking divisions at Bank of America and J.P. Morgan Chase, where she was recognized as one of the top professionals in her space.
Ms. Spielman earned a bachelor’s degree in Political Science and Economics from New York University. Most recently, she became a member of the Finance Committee at the San Diego Jewish Academy, where both of her children attend school. She grew up in Panama and enjoys spending time and travelling internationally with her husband and two little boys.