Profile
Tanya Bartolini is the founder of Family Asset Management, LLC, which was founded in 2004.
Ms. Bartolini is also the founder of Jacobi, Inc.
Tanya Bartolini active positions
Companies | Position | Start |
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Family Asset Management, LLC
Family Asset Management, LLC Investment ManagersFinance Family Asset Management LLC (FAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2004 and provides holistic investment solutions to high-net-worth families, individuals, corporations, and foundations. | Founder | 01/01/2004 |
Jacobi, Inc.
Jacobi, Inc. Internet Software/ServicesTechnology Services Jacobi, Inc. provides technology for multi-asset portfolio design and analytics. Its products include workspaces, portfolio design, cashflow analysis, story boards and software development kit. The company was founded by Tanya Bartolini, Anthony James Mackenzie and Greg Knox in 2014 and is headquartered in San Francisco, CA. | Founder | - |
Experiences
Positions held
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 2 |
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Family Asset Management, LLC
Family Asset Management, LLC Investment ManagersFinance Family Asset Management LLC (FAM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charleston, South Carolina. The firm was founded in 2004 and provides holistic investment solutions to high-net-worth families, individuals, corporations, and foundations. | Finance |
Jacobi, Inc.
Jacobi, Inc. Internet Software/ServicesTechnology Services Jacobi, Inc. provides technology for multi-asset portfolio design and analytics. Its products include workspaces, portfolio design, cashflow analysis, story boards and software development kit. The company was founded by Tanya Bartolini, Anthony James Mackenzie and Greg Knox in 2014 and is headquartered in San Francisco, CA. | Technology Services |
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