Managed Futures Specialist
Cardiff by the Sea, CA
Jay helps individual investors, family offices, and financial professionals achieve broader portfolio diversification using alternative investments. In the course of his financial services industry career, he has served in multiple capacities, including financial planning, wealth and investment management, manager due diligence for traditional and alternative investments, and portfolio construction.
Previously, Jay was Vice President and Branch Manager of Price Asset Management in their La Jolla, California office, where he was responsible for compliance, alternative investment research, and business development. Before that, Jay spent 5 years as an Alternative Investment Advisor in the Private Client Group at Altegris Investments (formerly the Managed Investments Division of Man Financial, a subsidiary of the Man Group), where he gained extensive experience in custom hedge fund and managed futures portfolio construction.
Earlier in his career, Jay worked as a private money manager implementing systematic option trading strategies for equity portfolios. Jay also worked as a financial manager with Merrill Lynch in San Diego, where he focused on hedged equity strategies.
Jay graduated from Point Loma Nazarene University with a B.A. in Business Administration with a concentration in Finance. He is licensed and registered as a Series 7 and Series 66 advisor.