Jay is a member of the Client Service Team, working closely with the Portfolio Managers to ensure clients receive excellent service whether opening a new account, providing reporting, processing payments or any other request. The younger of two brothers, Jay’s hobbies include basketball, cars, soccer, health & fitness, travel, the outdoors, and camping. He developed a passion for finance through coursework and work experience. Jay is currently pursuing his CFA designation and hopes to complete an MBA in the near future.