Jesse Maltzman, CFP, ChFC

Senior Vice President - Investments
(212) 201-9021

Jesse Maltzman is a Senior Vice President and Senior Wealth Advisor at Bridgeway Wealth Partners. Jesse specializes in leveraging the entire investment platform to create custom wealth management plans based on Modern Portfolio Theory. He incorporates the most advanced and innovative technologies to build, implement and monitor portfolios designed to accomplish each client’s individual investment goals. Jesse has been working with successful professionals and business owners on their investment and financial planning needs since 2003.

Jesse started his career in 1998 working in institutional trading and market making. After navigating the dot com era on a trading desk, Jesse joined HSBC Securities in 2003. At HSBC Jesse worked with the bank’s Premiere and Business bankers to address their high net worth and business client’s wealth management needs.

In 2008 Jesse joined Eagle Strategies and New York Life to provide clients a highly personalized approach to financial planning. With the Financial Crisis in its throes, Jesse focused on encouraging clients to consider their long-term goals, to stay the course, rebalance where appropriate, and if their plan allowed and the liquidity was available to take advantage of depressed valuations. Similarly, when reviewing client’s estate planning Jesse advised clients to take advantage of impaired asset valuations to update their gifting and wealth transfer strategies.

In 2011 Jesse joined Fidelity Investments as a Senior Account Executive. Jesse was called upon to advise over 300 High and Ultra High Net Worth Relationships on their investment and cash flow planning needs. While at Fidelity, Jesse completed his Certified Financial Planner® and Chartered Financial Consultant® designations. These studies and designations provide Jesse with a strong background in planning and portfolio management.

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