When Jay was a boy, he used to create financial charts for his father, which eventually developed into a passion for the stock market. He also observed his parents always helping others. Their example continues to inspire him. Since that time, Jay’s passion for investing and the desire his parents instilled in him to help others has evolved into a genuine love of working with clients, providing them with peace of mind, and helping them to live a more comfortable and secure life through financial and portfolio planning.
Jay has been involved in the financial community for more than three decades. After attending the University of Colorado at Boulder, he started his career at Sanford C. Bernstein & Co. In 1993 Jay founded Forteris Wealth Management, where he currently serves as Owner and Founding Principal in the New York Office.
In addition to making a difference in the lives of his clients, Jay strives to make a difference in the lives of those within his community. For over 15 years, he has been involved in his local Youth Sports organizations, both as a coach and as a board member. He especially loved coaching his own children’s sports teams.
Jay lives in Pound Ridge, New York where he enjoys skiing, playing soccer, traveling, and spending time with his wonderful children.