Jay joined the firm in 2015 through the acquisition of a predecessor firm and is based in Potomac, MD. He has over 32 years of experience advising investors, primarily as a value equity investor. Jay is a member of our Investment Committee where he plays a leading role in evaluating all equity investments. He’s been cited in publications including Kiplinger’s, The Wall Street Transcript, and Investor’s Business Daily, as well at The Washington Post and Washingtonian Magazine.

Previous Experience

  • Managing Director at Highline Wealth Management
  • President at Oak Forest Investment Management

Education & Credentials

  • BA, Harvard University, General Studies with concentration in Government, cum laude
  • MBA, University of Pennsylvania – The Wharton School of Business, concentration in Finance
  • CFA® Charterholder
  • Series 65 license

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