Jay began his career with Price Waterhouse in New York, working as an auditor while earning his MBA in both accounting and finance and earning his CPA license. As a fluent speaker of German and French, Jay transferred to Zurich, Switzerland where he worked on a due diligence assignment assessing the value of a small investment management practice. This experience led to Jay’s interest in a career in investing. He moved back to New York and, in 1999, became a manager of high-net-worth portfolios at U.S. Trust. He later transferred to San Francisco and earned the CFA designation in 2001. 

Since 1999, Jay’s research focus has been on technology and communications companies. His client service focus remains on building customized portfolios for high-net-worth individuals and families.

Jay joined Wealth Enhancement Group as a Senior Vice President, Financial Advisor in 2022 through the acquisition of BTR Capital Management, of which he was a principal, after serving there as a portfolio manager, technology analyst, and Director of Research. Jay lives with his wife and two sons in the East Bay. A track athlete throughout high school and college, he still exercises regularly. His family loves to travel, but when home, he and his wife spend much of their free time volunteering with their Church and their sons’ Scout Troop.