Jill Ann Reiter

Employer firm

First Manhattan Co. LLC CRD 325281

$38.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → 05/2019
  Oppenheimerfunds Distributor, Inc.
  New York, NY
• 05/2019 → 08/2019
  Invesco
  New York, NY
• 08/2019 → 06/2020
  Unemployed
  New York, NY
• 07/2020 → Present
  First Manhattan Co.
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-15

Designations

• Chartered Financial Analyst