Jay is a Financial Advisor with Fortis Lux Financial. He brings extensive wealth investment management experience to the firm, having worked at some of the largest and most well respected money management companies, including Franklin-Templeton, INVESCO and Deutsche Bank. He is a fundamentally trained equity research analyst, and a specialist in the Technology, Media & Telecommunication sectors.

Jay served as Lead Portfolio Manager for a technology-focused investment strategy, where he helped develop and implement a proprietary investment process and led a team responsible for managing client portfolios.

At Fortis Lux Financial, Jay is well versed in asset allocation strategies, portfolio construction techniques, stock selection, and risk management. As an investment advisor representative, he helps clients develop a comprehensive financial strategy that includes the benefits of a professionally managed portfolio.

Jay has a B.A. in Business-Economics from the University of California, Santa Barbara, and earned the designation of Chartered Financial Analyst (CFA).

Domiciled in NY