Jay is experienced in equity investments with areas of focus that include portfolio analysis, access to lending services, mutual funds and the firm’s professional money management programs. A Professional Alliance Group director, Jay coordinates and manages the firm’s referral relationships with various trusted advisors such as attorneys, sports agents, entertainment industry executives and CPAs.
Jay is experienced in equity investments with areas of focus that include portfolio analysis, access to lending services, mutual funds and the firm’s professional money management programs. A Professional Alliance Group director, Jay coordinates and manages the firm’s referral relationships with various trusted advisors such as attorneys, sports agents, entertainment industry executives and CPAs.
