Wealth Management Consultant
Jay joined Axial from Smith Barney, where he was a first vice president in Wealth Management and served as a corporate director for 10 years in its Boston office. He began his career with EF Hutton more than 28 years ago and has gained valuable experience from his tenure at Moseley Halgarten, Bear Stearns, Cowen & Co., and Alex Brown & Sons. His knowledge and experience developed through extensive relationships in Investment Banking and Research, coupled with his continuous employment of Wealth Management, have served to establish a strong platform for advising individual and corporate clients.
Jay graduated from Bowdoin College with a Bachelor of Arts degree and lives in Winchester, Massachusetts, with his wife and four children, where he is active in youth sports. He currently holds his Series 7, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network.