Elena Ladygina has spent more than 10 years in financial services and holds the CFP ® designation. She has also passed CFA Level II. In her role as Wealth Advisor, Elena will utilize her expertise in implementing investment and financial planning strategies for high net worth individuals. Additionally, Elena will be helping our investment team grow and expand the investment offering within the Alternative Investments space. She’ll be identifying and doing due diligence on hedge fund and private equity strategies, as well as exploring liquid alternatives that can create additional value for our clients.
Prior to joining Withum Wealth Management, Elena was Vice President of Asset Management at a national wealth management firm for over six years. She was responsible for analyzing clients’ portfolios, recommending and implementing investment solutions, and maintaining client relationships. She also sat on the firm’s Investment Committee. She received her bachelor’s degree in business from Wake Forest University and began her financial services career as a Financial Advisor at Citi Smith Barney, where she focused on planning and investment solutions for high net worth families.
Elena resides in Monmouth County, NJ and has been involved in a number of local charity organizations both as a volunteer and a board member. She is also very active in her sons’ school.
The best part about my job is building relationships and learning from my clients. It’s better to be a great listener than a great talker!