Qualifications
Jay earned his Bachelor of Business Administration with honors from the University of Texas at Austin. After college, he spent two years as an analyst for one of the world's largest energy companies identifying various risks in their portfolios and helped hedge these risks. Over the next 10 years, Jay managed more than $175 million of client assets at Merrill Lynch where he was a past member of the Executives Club and Winner's Circle.
In November of 2008, he joined RBC Wealth Management as financial advisor in the Plano office. Jay currently serves as a member of the firm's Fixed Income Leaders Advisory Council. This group fosters open, frank and productive communication between financial advisors, traders and strategists in an effort to deliver the most appropriate fixed income solutions to clients.
Jay is also a member of RBC Wealth Management's Portfolio Director Group . The RBC Wealth Management Portfolio Director Group consists of financial advisors that have successfully dedicated their business to consultative, advisory fee-based business.
Jay has also earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility.
In 2013 Jay was named Leader of the Year by the Jewish Community Center of Dallas, and to Dallas Business Journal's 40 Under 40. Jay received this recognition for his commitment to business growth, professional excellence and his dedication to the community. In 2014 Jay was awarded the Dick McFarland Volunteer of the Year Award by RBC Wealth Management. This award is provided to one individual, company wide, each year for their dedication and service to improving the community.
Personal
Jay lives in Plano, Texas along with his wife, Julie; daughter, Sally; son, Ray; and their goldendoodles, Honey and Joy. Jay enjoys spending time with his family and is a passionate fan of both the Dallas Mavericks and the Texas Longhorns.
