A Portfolio Manager with Sandy Spring Trust, Jay develops, communicates and executes custom investment strategies for ultra-high net worth clients.
Areas of Specialty
Jay’s investment management experience spans over 25 years and includes investment management roles with major financial institutions including Goldman Sachs, Wells Fargo, and PNC Financial Services.
Background and Credentials
Jay is a Chartered Financial Analyst (CFA) ® charterholder and a member of the CFA Society Washington, DC. He holds the Certified Financial Planner (CFP®) designation. He also is a graduate of the Investment Institute at the Wharton School at the University of Pennsylvania. He has earned a Masters of Business Administration (MBA) from Temple University and a Bachelor’s Degree in General Business from the Robert H. Smith School at the University of Maryland.