As Senior Vice President of Private Wealth Management at Capital Wealth Advisors, Jay is responsible for providing investment solutions to investment advisers, distribution partners, family offices and institutional consultants as well as maintaining a group of private clients.
With over 25 years of experience in the financial industry, Jay spent the last 17 years in Naples at Private Capital Management as Partner, Director of Distribution and Senior Relationship Manager working with external advisers, third party distribution channels, and ultra-high-net worth families.
Prior to Private Capital Management, Jay worked at Polen Capital Management where he served six years as the Head of New Business Development and Client Servicing. Earlier he worked as a Financial Advisor for PaineWebber.
- Member of the Board of The Rotary Club of Naples
- Member of the Board of CFA Society of Naples
- Member of IU Alumni Association
- BS in Finance, Indiana University in Bloomington
Designations & Licenses
- Chartered Financial Analyst®