Director, Investment Strategy
Jay is our Director of Investment Strategy, responsible for guiding the firm’s investment strategies and client strategies. Jay leads a team of professionals dedicated to monitoring investments and ensuring a high level of proactive service for all of our clients. Our firm values and our commitment to investment excellence further inform our work to identify the best vehicles to promote our clients’ long-term goals, and how we interact with our clients every day. Jay has been a guest lecturer at area universities and sits on investment committee boards for non-profit organizations throughout the Washington, D.C. area.
Jay enjoys reading, playing golf, soccer, and tennis.