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Jay is WFG’s 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 clients. WFG’s values and commitment to investment excellence further enhances our efforts to identify the most appropriate vehicles to promote clients’ long-term goals, and the service clients receive 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 lives in Washington, DC and enjoys reading, playing golf, soccer, tennis and attending Washington Nationals games. He is a lifelong Packers fan and Chelsea soccer fan.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.
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