Melissa Jakubowski

Melissa Jakubowski is a Director for Pershing X where she is a Portfolio Solutions Specialist. In this role, she consults with clients and prospects to custom–tailor managed account advisory programs. In addition to client engagement, Melissa oversees the development and implementation of product strategies and solutions to support Pershing’s managed account solutions–which includes trading and operations integrations with our business partners.

Prior to joining Pershing, Melissa held a variety of roles including product management and client relationship management at Standard & Poor’s(S&P). During her tenure at S&P, Melissa was part of a core team that launched the firm’s first turnkey asset management platform (TAMP). The TAMP platform was the first to allow advisors to hold individual stocks, mutual funds, and ETFs in a single account.

In addition to her over 20 years of experience in the financial services industry, Melissa has a history of being involved in her community and has volunteered with the Food Bank of New York City, Net Impact, and Jersey City Medical Center. She previously served on the board of directors of Dress for Success, Northern New Jersey 10 Counties.

Melissa earned a Bachelor of Science degree in Finance from St. Joseph’s University