Jay focuses on the management of the asset management team and oversees the investment process. He is also the dedicated fixed income portfolio manager responsible for the fixed income strategy of the firm. He pays close attention to the latest economic and geopolitical events across the globe in order to build successful portfolios for clients.
Jay has over 25 years of experience in asset management and is well versed in an array of fixed income products. He was employed by BNY Mellon as a Senior Portfolio Manager responsible for investing the bank’s collective funds. Prior to that, he worked for Northern Trust in Chicago as a portfolio manager responsible for retail and institutional money funds, as well as securities lending portfolios.
BS, Indiana University of Pennsylvania
MBA, Duquesne University
Jay lives in Harmony with his wife, daughter, and bulldog, Rexi. When he’s not at work, he enjoys golfing and rooting on Pittsburgh’s sports teams, especially the Pirates.