Jacqueline Antone

Senior Vice President, Market Strategist @West Michigan Advisors

MI, US

Leading strategic market initiatives and high-net-worth client engagement at a private wealth advisory firm with a focus on Executives, Directors, and complex compensation planning. Co-creator and co-host of The Weekly Wealth Check, a flagship market insights series delivering actionable strategies on market cycles, sector rotations, and equity-based compensation. & :• Flagship Content Creation: Developed and launched The Weekly Wealth Check, delivering market updates, sector rotation strategies, and risk analysis to educate and engage high-value clients and prospects.• Executive Compensation Strategy: Advising senior leaders at Fortune 500 and publicly traded companies, optimizing RSUs, ESPPs, stock options, and concentrated stock positions.• Market & Sector Strategy: Applying advanced technical analysis and macroeconomic research to guide asset allocation, risk management, and portfolio positioning for high-net-worth clients.• Client-Centric Leadership: Integrating market strategy into relationship management to enhance retention and acquisition of high-value relationships.• Proprietary Approach: Utilizing unique market cycle timing models and sell/deferral strategies to navigate tax implications, liquidity needs, and long-term wealth preservation.

Central Michigan University

BSBA