Jay brings over 30 years of experience in investments serving high-net-worth and institutional clients to his role as Wealth Management Advisor.
Currently, Jay specializes in advising high-net-worth individuals, families and institutions to craft customized plans in the areas of investment management and wealth advisory and trust planning. He is part of a team that collaborates with families and institutions to help preserve, protect and grow their wealth to focus on family, business and philanthropic priorities.
Prior to joining First American Trust in 2015, Jay worked in financial services with Fidelity Capital Markets and Russell Investment Group. He started his career working at San Diego Trust and Savings Bank as an investment officer where he worked with individuals learning their goals, objectives and values and translating that into a financial strategy.
Jay holds a Bachelor of Science from Bryant University where he majored in finance and also has been a Chartered Financial Analyst since 1992.