Our Team

Neil Jubaili, CFP®, CPA, CIMA®

Founder
Wealth Adviser

Prior to founding Cedar Wealth Management, Neil was Wealth Advisory Senior Vice President at Northern Trust in San Francisco where he managed investment portfolios and implemented sophisticated financial plans for individuals and families and was a member of Northern’s PFS Investment Advisory Committee from 2006 to 2011.

He has extensive experience helping families preserve and perpetuate multi-generational values and wealth as well as working with executives and entrepreneurs with budding wealth managing illiquidity, concentration risk and optionality.

Neil earned a BS in Applied Mathematics, an MBA and Masters of Science in Taxation.

Vittorio Fratta, CFA®

Director
Portfolio Manager and Chief Investment Officer

Prior to joining Cedar Wealth, Vittorio was a senior Vice President and Portfolio Manager at EBS Asset Management. His experience includes co-managing a $2.5 billion institutional equity portfolio at ICC Capital Management, and lead analyst at KCM Asset Management, a global equity hedge fund.

Vittorio's education includes an MBA, with a concentration in Finance and a Bachelor in Business Administration from Stetson University where he obtained a double major in Finance and International Business. He has been a CFA® charterholder since 2008.

In his free time Vittorio enjoys playing tennis competitively and traveling.

Christine Jones, CPA

Wealth Adviser

Prior to joining Cedar Wealth Management, Christine was an Associate Vice President at Dartmouth-Hitchcock. Christine’s experience includes financial analysis and planning.

She earned a BS in Accounting and an MBA with a concentration in Finance.

Christine enjoys volunteer activities and has served thousands of people in the East Bay as a tax counselor with the AARP Foundation National Tax-Aide program.

Laurel Jones

Wealth Adviser Associate

Prior to joining Cedar Wealth, Laurel held several client service and relationship management roles. After spending most of her life in California, Laurel lived in New York City for eight years where she pursued higher education and worked as a production assistant with commercial advertisers strengthening her organizational and client relations skills.

Laurel holds a Bachelor of Fine Arts degree from New York University and a Business Analytics certificate from Cornell University.

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