Money School with Jane

Specialties

Our business is personal. We help our clients create their paths to financial independence and stability.

–The Money School

–Portfolio management

–Investment management

–Retirement planning

–Estate planning

–529 education plans

History

Established in 2014.

Cartography Capital LLC, an independent wealth management services firm, was founded in September 2014 to provide a client-​focused and active management approach to an industry that is riddled with conflict of interest. We offer a straightforward, simple way to think of your long term finances, and custody your assets with Charles Schwab & Co., one of the most trusted custodial banks in the country.

Our «Money School» —

We offer fun, intimate classes that teach you the basics of money — how to organize it, save it, divvy it up, and put it to use so that you become financially independent. We believe it is the most essential thing for you to learn as a young professional or creative spirit. You can take control of money in a joyful and easy way.

Meet the Business Owner

Jane H.

Business Owner

Jane, Managing Director and Founder, comes from an institutional background, unlike most wealth advisors. She began her career in 1999 on the institutional research side of Wall Street at CE Unterberg Towbin in San Francisco as a semiconductor associate analyst. She went on to join the analyst team of Bowman Capital, a $ 4 billion long/​short hedge fund, based in San Mateo, CA. In 2002, after having distinguished her performance with consecutive quarterly returns while at Bowman and as a member of a portfolio manager team at Kingdon Capital, a multi-​billion dollar diversified fund, she led the successful formation of a technology research platform at Monness Crespi & Hardt, an institutional brokerage firm in New York City. During a brief stint at Bear Stearns & Co., she realized she was going to be a first-​time mother, leading her to semi-​retire from the institutional side of the industry for 7 years to raise her kids.